Client Relationship Specialist: Growth & Training

Charles Schwab Corporation; Atlanta (GA); On-site; USD 42,000 - 63,000; Full time

Job summary

Charles Schwab Corporation in Atlanta is hiring a Client Relationship Specialist to deliver a personalized client experience while supporting branch operations. This entry‑level role offers hands-on client interaction and exposure to wealth management services, with growth opportunities through training and licensing.

You will listen to client needs, resolve requests with accuracy, and collaborate with teammates to ensure seamless service and high-quality results in a fast-paced branch

Qualifications

• 1+ years of client-facing or customer service experience.
• Attention to detail with accuracy in tasks.
• Ability to listen and adapt communication to client needs.
• Ability to build collaborative relationships with internal teams.
• Coachability and willingness to learn.

Responsibilities

• Deliver a welcoming, inclusive client experience in the branch.
• Support daily branch operations including account servicing and documentation.
• Communicate effectively with clients and colleagues.
• Prioritize tasks to meet deadlines with quality.
• Partner with team members to drive client engagement.
• Build trust through professionalism and reliability.

Skills

Client-facing experience

Customer service

Active listening

Attention to detail

Communication skills

Collaboration

Job description

Charles Schwab Corporation in Atlanta is hiring a Client Relationship Specialist to deliver a personalized client experience while supporting branch operations. This entry‑level role offers hands-on client interaction and exposure to wealth management services, with growth opportunities through training and licensing.

You will listen to client needs, resolve requests with accuracy, and collaborate with teammates to ensure seamless service and high-quality results in a fast-paced branch