Client Relationship Specialist: Growth & Training Path

Charles Schwab Corporation; Sarasota (FL); On-site; USD 42,000 - 64,000; Full time

Job summary

Charles Schwab Corporation in the United States is seeking a Client Relationship Specialist (CRS) to deliver a personalized client experience while supporting branch operations and licensing pathways. This entry-level role emphasizes active listening, attention to detail, collaborative teamwork, adaptability, and a growth mindset, backed by Schwab's training and mentorship programs.

The successful candidate will build client trust, manage requests accurately, and pursue licensing milestones

Qualifications

• 1+ years of client-facing or customer service experience.
• Attention to Detail: complete requests accurately and follow processes.
• Active Listening: understand client needs and respond clearly.
• Building Collaborative Relationships: partner with internal teams for seamless experiences.
• Adaptability: adjust to changing priorities in a fast-paced environment.
• Coachability: openness to feedback and willingness to learn.

Responsibilities

• Deliver a welcoming, inclusive client experience by understanding needs and resolving requests.
• Support daily branch operations, including account servicing and documentation with attention to detail.
• 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 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 and reliability.

Skills

client-facing experience

customer service

attention to detail

active listening

collaborative relationships

adaptability

coachability

Job description

Charles Schwab Corporation in the United States is seeking a Client Relationship Specialist (CRS) to deliver a personalized client experience while supporting branch operations and licensing pathways. This entry-level role emphasizes active listening, attention to detail, collaborative teamwork, adaptability, and a growth mindset, backed by Schwab's training and mentorship programs.

The successful candidate will build client trust, manage requests accurately, and pursue licensing milestones