Client Relationship Specialist - Growth & Training Path

Charles Schwab; Upland (CA); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and sabbatical after 5 +

Parental leave and family building

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in the United States is hiring a Client Relationship Specialist to deliver a personalized client experience while supporting branch operations. This entry-level role offers hands-on client interaction, exposure to wealth management services, and a clear path for growth through licensed training.

You will ensure clients feel heard, supported, and confident in their relationship with Schwab, with development supported by coaching, mentorship, and licensing opportunities.

Qualifications

• 1+ years of client-facing or customer service experience
• Attention to Detail: complete requests and tasks accurately while following processes and prioritizing work to meet deadlines
• Active Listening: listen carefully to understand client needs and respond with clarity

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 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, reliability, and a client-first mindset

Skills

Client-facing experience

Attention to Detail

Active Listening

Building Collaborative Relationships

Adaptability

Coachability

Job description

Charles Schwab in the United States is hiring a Client Relationship Specialist to deliver a personalized client experience while supporting branch operations. This entry-level role offers hands-on client interaction, exposure to wealth management services, and a clear path for growth through licensed training.

You will ensure clients feel heard, supported, and confident in their relationship with Schwab, with development supported by coaching, mentorship, and licensing opportunities.