Client Relationship Specialist — Growth & Training

Charles Schwab; Portland (OR); On-site; USD 51,000 - 68,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Vacation time

Parental leave

Tuition reimbursement

Health insurance

Job summary

Schwab in Portland, OR is hiring a Client Relationship Specialist to deliver a personalized client experience and support branch operations. You will interact with clients, assist with account servicing, and participate in training programs designed to build licensing and wealth-management skills.

This entry-level role emphasizes development through CRSU training and in-branch mentorship, with opportunities to grow within Schwab’s client-focused culture and collaborative team environment.

Qualifications

• 1+ years of client-facing or customer service experience
• Strong attention to detail and accuracy in handling requests
• Effective communication and ability to adapt to different client needs

Responsibilities

• Deliver a welcoming, inclusive client experience by understanding needs and resolving requests with accuracy and care.
• Support daily branch operations, including account servicing and documentation with attention to detail.
• Communicate effectively with clients and colleagues, adapting to different styles.
• Use active listening to understand priorities and elevate issues when needed.
• Manage multiple tasks and deadlines to maintain quality.
• Partner with team members to drive client engagement and operational excellence.
• Build trust and long‑term relationships through professionalism and reliability.

Skills

Attention to Detail

Active Listening

Building Collaborative Relationships

Adaptability

Coachability

Job description

Schwab in Portland, OR is hiring a Client Relationship Specialist to deliver a personalized client experience and support branch operations. You will interact with clients, assist with account servicing, and participate in training programs designed to build licensing and wealth-management skills.

This entry-level role emphasizes development through CRSU training and in-branch mentorship, with opportunities to grow within Schwab’s client-focused culture and collaborative team environment.