Client Relationship Specialist: Growth Through Training

Charles Schwab; Brea (CA); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Parental leave

Tuition reimbursement

Health insurance

Job summary

Charles Schwab in California is hiring a Client Relationship Specialist (CRS) to deliver a personalized client experience, support branch operations, and grow into wealth management roles with training and licensing.

The role emphasizes active listening, professional communication, and collaboration across teams to ensure client needs are met with accuracy and care, while offering path for development and competitive compensation.

Qualifications

• 1+ years of client-facing or customer service experience.
• Strong attention to detail and accuracy in handling requests and documentation.
• Excellent listening and communication skills with clients and colleagues.

Responsibilities

• Deliver a welcoming, inclusive client experience by understanding needs and resolving requests with accuracy and care.
• Support daily branch operations, including account servicing, documentation, and follow-up with strong attention to detail.
• Communicate effectively with clients and colleagues, adapting to different styles and needs.
• Use active listening to understand priorities and escalate issues when needed.
• Manage multiple tasks and priorities to meet deadlines and maintain quality.
• Partner with team members to drive client engagement and operational excellence.
• Build trust and long-term relationships through professionalism, reliability, and a client-first mindset.

Skills

Customer service

Attention to detail

Active listening

Relationship building

Adaptability

Coachability

Communication

Job description

Charles Schwab in California is hiring a Client Relationship Specialist (CRS) to deliver a personalized client experience, support branch operations, and grow into wealth management roles with training and licensing.

The role emphasizes active listening, professional communication, and collaboration across teams to ensure client needs are met with accuracy and care, while offering path for development and competitive compensation.