Client Relationship Specialist — Growth & Training Path

Charles Schwab; Boca Raton (FL); On-site; USD 42,000 - 62,000; Full time

Job summary

Charles Schwab in Florida seeks a Client Relationship Specialist to deliver a personalized client experience while supporting branch operations. You will engage with clients, help with account servicing, and work toward licensing milestones with structured training.

The role emphasizes active listening, attention to detail, and building lasting relationships. It offers growth through Schwab’s development programs and a client-first culture.

Qualifications

• 1+ years of client-facing or customer service experience.
• Strong communication and interpersonal skills.
• Ability to listen, ask thoughtful questions, and resolve client requests.

Responsibilities

• Deliver a welcoming, inclusive client experience and resolve requests with accuracy and care.
• Support daily branch operations including account servicing and documentation.
• Communicate effectively with clients and colleagues, adapting to different styles.
• Use active listening to understand priorities and elevate issues when needed.
• Manage multiple tasks and deadlines while maintaining quality.
• Partner with team members to drive client engagement and operational excellence.
• Build trust and long-term relationships through professionalism and client-first mindset.

Skills

Client-facing experience

Customer service

Active listening

Attention to detail

Communication

Job description

Charles Schwab in Florida seeks a Client Relationship Specialist to deliver a personalized client experience while supporting branch operations. You will engage with clients, help with account servicing, and work toward licensing milestones with structured training.

The role emphasizes active listening, attention to detail, and building lasting relationships. It offers growth through Schwab’s development programs and a client-first culture.