Client Relationship Specialist - Growth & Training

Charles Schwab Corporation; Seattle (WA); On-site; USD 45,000 - 62,000; Full time

Job summary

Schwab in Seattle is hiring a Client Relationship Specialist (CRS) to deliver a personalized client experience and support branch operations. You will interact with clients daily, resolve requests with accuracy, and contribute to a high-quality service standard.

This entry point into financial services includes licensing support, hands-on development, and a clear path for growth within Schwab through in-branch training and mentorship.

Qualifications

• 1+ years of client-facing or customer service experience.

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 experience

Attention to Detail

Active Listening

Building Collaborative Relationships

Adaptability

Coachability

Job description

Schwab in Seattle is hiring a Client Relationship Specialist (CRS) to deliver a personalized client experience and support branch operations. You will interact with clients daily, resolve requests with accuracy, and contribute to a high-quality service standard.

This entry point into financial services includes licensing support, hands-on development, and a clear path for growth within Schwab through in-branch training and mentorship.