Client Relationship Specialist: Growth & Training

Charles Schwab; Troy (MI); Presencial; USD 42.000 - 62.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) with company match

Employee stock purchase plan

Paid time for vacation, volunteering,

Sabbatical after 5 years of service

Paid parental leave and familyBuilding

Tuition reimbursement

Health, dental, and vision insurance

Descripción de la vacante

Charles Schwab in Michigan is seeking a Client Relationship Specialist (CRS) to deliver a personalized client experience and support branch operations. In this entry-level role, you will build relationships, listen to client needs, and participate in training that leads to required licensing.

Schwab provides coaching, mentorship, and a clear path for growth within wealth services. This position emphasizes accuracy, attention to detail, effective communication, and teamwork, with a focus on

Formación

• 1+ years of client-facing or customer service experience.
• Attention to detail and strong listening skills.
• Ability to collaborate with internal teams.
• Adaptability to changing priorities and environments.
• Coachability and openness to feedback.

Responsabilidades

• 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 respond appropriately.
• 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.

Conocimientos

Attention to Detail

Active Listening

Building Collaborative Relationships

Adaptability

Coachability

Descripción del empleo

Charles Schwab in Michigan is seeking a Client Relationship Specialist (CRS) to deliver a personalized client experience and support branch operations. In this entry-level role, you will build relationships, listen to client needs, and participate in training that leads to required licensing.

Schwab provides coaching, mentorship, and a clear path for growth within wealth services. This position emphasizes accuracy, attention to detail, effective communication, and teamwork, with a focus on