Client Relationship Specialist — Growth & Training Path

Charles Schwab; The Woodlands (TX); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Vacation & sabbatical program

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Client Relationship Specialist (CRS) to deliver a personalized, high-quality 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.

You will help clients feel heard and confident in their relationship with Schwab. Training includes CRS University and in-branch mentorship with licensing support aligned to your goals.

Qualifications

• 1+ years of client-facing or customer service experience.
• Attention to detail and accuracy.
• Active listening to understand client needs.
• Ability to work across teams and build relationships.
• Adaptability to changing priorities and processes.
• Coachability and willingness to learn new approaches.

Responsibilities

• Deliver a welcoming, inclusive client experience by understanding needs and resolving requests with accuracy.
• 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 escalate 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 client-first mindset.

Skills

Active Listening

Attention to Detail

Building Collaborative Relationships

Adaptability

Coachability

Job description

Charles Schwab is seeking a Client Relationship Specialist (CRS) to deliver a personalized, high-quality 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.

You will help clients feel heard and confident in their relationship with Schwab. Training includes CRS University and in-branch mentorship with licensing support aligned to your goals.