Client Relationship Specialist: Growth & Training

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

Benefits offered by this job

401(k) match

Paid vacation

Parental leave

Tuition reimbursement

Health insurance

Job summary

Charles Schwab in Pasadena seeks a Client Relationship Specialist to deliver a personalized client experience and support branch operations. You will engage clients, resolve requests with care, and contribute to wealth management exposure with growth opportunities.

The role emphasizes training, licensing support, and a collaborative team approach to build lasting client relationships and drive operational excellence.

Qualifications

• Entry point into financial services with growth opportunities.
• Licensing support provided to help your career goals.
• Hands-on client interaction and service excellence.

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

Active listening

Client engagement

Communication

Attention to detail

Relationship building

Job description

Charles Schwab in Pasadena seeks a Client Relationship Specialist to deliver a personalized client experience and support branch operations. You will engage clients, resolve requests with care, and contribute to wealth management exposure with growth opportunities.

The role emphasizes training, licensing support, and a collaborative team approach to build lasting client relationships and drive operational excellence.