Client Relationship Specialist — Growth, Training & Impact

Charles Schwab Corporation; Atlanta (GA); On-site; USD 42,000 - 60,000; Full time

Job summary

Charles Schwab Corporation in Atlanta, GA seeks a Client Relationship Specialist to provide a personalized client experience while supporting daily branch operations. You will interact with clients, resolve requests accurately, and contribute to operational excellence under the guidance of mentors and managers.

The role emphasizes listening, collaboration, and professionalism as you develop through training and hands-on in-branch experiences, with opportunities for growth and licensing support.

Qualifications

• 1+ years of client-facing or customer service experience.
• Strong attention to detail and ability to prioritize tasks.
• Active listening and clear communication with clients.
• Ability to build collaborative relationships with internal teams.
• Adaptability in a fast-paced environment and coachability.

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.

Skills

Attention to Detail

Active Listening

Building Collaborative Relationships

Adaptability

Coachability

Job description

Charles Schwab Corporation in Atlanta, GA seeks a Client Relationship Specialist to provide a personalized client experience while supporting daily branch operations. You will interact with clients, resolve requests accurately, and contribute to operational excellence under the guidance of mentors and managers.

The role emphasizes listening, collaboration, and professionalism as you develop through training and hands-on in-branch experiences, with opportunities for growth and licensing support.