Client Relationship Specialist — Growth, Training & Bonus Potential

Charles Schwab Corporation; Pasadena (CA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Bonus opportunities

Training & development

Job summary

Charles Schwab Corporation in Pasadena seeks a Client Relationship Specialist (CRS) to deliver personalized client experiences and support branch operations. You will interact with clients, participate in wealth management exposure, and receive development opportunities including licensing support.

The role emphasizes listening, problem solving, and collaboration with colleagues to ensure client satisfaction and operational excellence, with a clear path for career growth.

Qualifications

• Delivers a welcoming, inclusive client experience by understanding needs and resolving requests with accuracy and care.
• Supports daily branch operations with attention to detail in account servicing and documentation.
• Communicates effectively with clients and colleagues, adapting to different styles and needs.
• Uses active listening to understand priorities and escalate issues when needed.

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 escalate 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.

Job description

Charles Schwab Corporation in Pasadena seeks a Client Relationship Specialist (CRS) to deliver personalized client experiences and support branch operations. You will interact with clients, participate in wealth management exposure, and receive development opportunities including licensing support.

The role emphasizes listening, problem solving, and collaboration with colleagues to ensure client satisfaction and operational excellence, with a clear path for career growth.