Client Relationship Specialist – Growth & Wealth

Charles Schwab Corporation; Gaithersburg (MD); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Bonus opportunities

Training and development

Career pathing

Mentorship Program

Job summary

Charles Schwab Corporation's Client Relationship Specialist (CRS) role empowers you to deliver a personalized, high‑quality client experience while supporting branch operations. This entry point into financial services provides hands‑on client interaction and exposure to wealth management services.

You will build trust through professionalism, active listening, and collaboration with internal teams, with training, mentorship, and licensing support to fuel your career growth.

Qualifications

• 1+ years of client-facing or customer service experience.
• Demonstrates strong attention to detail and accuracy.
• Excellent listening and communication skills.
• Ability to collaborate with internal teams to deliver seamless experiences.
• Able to adapt to changing priorities in a fast-paced environment.
• Open to feedback and continuous learning.

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 communication

Attention to Detail

Active Listening

Building Collaborative Relationships

Adaptability

Coachability

Job description

Charles Schwab Corporation's Client Relationship Specialist (CRS) role empowers you to deliver a personalized, high‑quality client experience while supporting branch operations. This entry point into financial services provides hands‑on client interaction and exposure to wealth management services.

You will build trust through professionalism, active listening, and collaboration with internal teams, with training, mentorship, and licensing support to fuel your career growth.