Client Relationship Specialist — Growth & Training

Charles Schwab; Los Angeles (CA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Schwab Training & Development

Career Pathing

Competitive compensation with bonus

401(k) with company match

Health, dental, vision insurance

Tuition reimbursement

Job summary

Charles Schwab in Los Angeles is seeking a Client Relationship Specialist to deliver a personalized, high-quality client experience while supporting branch operations. This entry point into financial services offers hands-on client interaction, exposure to wealth management services, and a clear path for growth.

You will listen actively, resolve requests with accuracy, and collaborate with team members to drive client engagement and operational excellence.

Qualifications

• 1+ years of client-facing or customer service experience.
• Strong listening and communication skills with a client-first mindset.
• Ability to manage multiple tasks and meet deadlines with accuracy.
• Professionalism, reliability, and relationship-building approach.

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 facing

Active listening

Attention to detail

Communication

Adaptability

Job description

Charles Schwab in Los Angeles is seeking a Client Relationship Specialist to deliver a personalized, high-quality client experience while supporting branch operations. This entry point into financial services offers hands-on client interaction, exposure to wealth management services, and a clear path for growth.

You will listen actively, resolve requests with accuracy, and collaborate with team members to drive client engagement and operational excellence.