Client Relationship Specialist: Growth & Training

Charles Schwab; Alexandria (VA); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time for vacation, volunteering

28-day sabbatical after every 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Alexandria, VA seeks a Client Relationship Specialist to deliver a personalized client experience and support branch operations. This entry-point role includes hands-on client interaction, exposure to wealth management services, and licensing support aligned to your goals.

You will build trust through active listening, attention to detail, and collaboration with internal teams while completing requests accurately and meeting deadlines.

Qualifications

• 1+ years of client-facing or customer service experience
• Attention to Detail
• Active Listening
• Building Collaborative Relationships
• Adaptability
• Coachability

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 elevate 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

Client service

Attention to Detail

Active Listening

Collaborative Relationships

Adaptability

Coachability

Job description

Charles Schwab in Alexandria, VA seeks a Client Relationship Specialist to deliver a personalized client experience and support branch operations. This entry-point role includes hands-on client interaction, exposure to wealth management services, and licensing support aligned to your goals.

You will build trust through active listening, attention to detail, and collaboration with internal teams while completing requests accurately and meeting deadlines.