Client Relationship Specialist — Growth & Training Path

Charles Schwab; Atlanta, Sandy Springs (GA, GA); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

401(k) match

Paid vacation

Parental leave

Tuition reimbursement

Health insurance

Job summary

Charles Schwab is seeking a Client Relationship Specialist in the United States. You will deliver a personalized client experience, support branch operations, and help with licensing aligned to your goals.

This entry point offers hands-on client interaction, exposure to wealth management services, and a clear growth path through training and mentorship. You will develop skills through Schwab Training & Development, hands-on in-branch learning, and mentorship from your manager and peers, with

Qualifications

• 1+ years of client-facing or customer service experience
• Strong listening and communication abilities
• Ability to stay organized and manage multiple tasks

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

Active listening

Attention to detail

Communication skills

Building collaborative relationships

Adaptability

Coachability

Job description

Charles Schwab is seeking a Client Relationship Specialist in the United States. You will deliver a personalized client experience, support branch operations, and help with licensing aligned to your goals.

This entry point offers hands-on client interaction, exposure to wealth management services, and a clear growth path through training and mentorship. You will develop skills through Schwab Training & Development, hands-on in-branch learning, and mentorship from your manager and peers, with