Client Relationship Specialist — Growth & Training Path

Charles Schwab; Huntersville (NC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401k with company match

Paid time off (vacation)

Volunteer time off

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Schwab in Huntersville, NC seeks a Client Relationship Specialist to deliver a personalized client experience while supporting branch operations. This entry point role offers hands-on client interaction, exposure to wealth management services, and a clear path for growth through licensing opportunities.

You will listen actively, resolve requests with accuracy, coordinate with teammates, and build long-term relationships founded on professionalism and reliability.

Qualifications

• 1+ years of client-facing or customer service experience.
• Strong communication and interpersonal skills.
• Ability to manage multiple tasks and meet deadlines.

Responsibilities

• Deliver a welcoming, inclusive client experience by understanding needs and resolving requests with accuracy.
• Support daily branch operations, including account servicing, documentation, and follow-up.
• 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

Active Listening

Attention to Detail

Building Collaborative Relationships

Adaptability

Coachability

Client-facing Experience

Job description

Schwab in Huntersville, NC seeks a Client Relationship Specialist to deliver a personalized client experience while supporting branch operations. This entry point role offers hands-on client interaction, exposure to wealth management services, and a clear path for growth through licensing opportunities.

You will listen actively, resolve requests with accuracy, coordinate with teammates, and build long-term relationships founded on professionalism and reliability.