Client Relationship Specialist — Growth & Training Path

Charles Schwab; Alpharetta (GA); On-site; USD 55,000 - 72,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Sabbatical after 5 years of service

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Alpharetta is seeking a Client Relationship Specialist to deliver a personalized, high-quality client experience while supporting branch operations. This entry point into financial services offers hands-on client interaction, exposure to wealth management, and a clear path for growth through Schwab's training and development programs, including CRSU and mentorship.

The role emphasizes listening, detail, adaptability, and collaboration, with opportunities for licensing aligned

Qualifications

• 1+ years of client-facing or customer service experience.
• Strong attention to detail in handling requests.
• Active listening to understand client needs.
• Ability to build collaborative relationships with internal teams.
• Adaptability in a fast-paced branch environment.
• Coachability and willingness to learn new skills.

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

Collaborative mindset

Adaptability

Coachability

Job description

Charles Schwab in Alpharetta is seeking a Client Relationship Specialist to deliver a personalized, high-quality client experience while supporting branch operations. This entry point into financial services offers hands-on client interaction, exposure to wealth management, and a clear path for growth through Schwab's training and development programs, including CRSU and mentorship.

The role emphasizes listening, detail, adaptability, and collaboration, with opportunities for licensing aligned