Client Relationship Specialist: Growth & Training

Charles Schwab; Denver (CO); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation time

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab's Client Relationship Specialist (CRS) role offers an entry point into financial services with hands-on client interaction, exposure to wealth-management services, and a clear path for growth. You will deliver a welcoming client experience, support branch operations, and pursue required licensing with Schwab's coaching and training.

The program starts with CRSU training, in-branch mentorship, and a coaching network to build skills.

Qualifications

• 1+ years of client-facing or customer service experience.
• Attention to Detail: complete requests accurately and prioritize work.
• Active Listening: understand client needs and respond clearly.
• Collaborate with internal teams to deliver seamless client experiences.

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

Attention to Detail

Active Listening

Building Collaborative Relationships

Adaptability

Coachability

Job description

Charles Schwab's Client Relationship Specialist (CRS) role offers an entry point into financial services with hands-on client interaction, exposure to wealth-management services, and a clear path for growth. You will deliver a welcoming client experience, support branch operations, and pursue required licensing with Schwab's coaching and training.

The program starts with CRSU training, in-branch mentorship, and a coaching network to build skills.