Client Relationship Specialist — Growth & Wealth Services

Charles Schwab; Los Angeles (CA); Sur place; USD 50 000 - 60 000; Plein temps

Avantages offerts par ce poste

401(k) with company match

Paid time off for vacation and sabbat🎯

Parental leave and family building

Tuition reimbursement

Health, dental, and vision insurance

Résumé du poste

Charles Schwab is seeking a Client Relationship Specialist to deliver a personalized client experience and support daily branch operations in Los Angeles. You will engage with clients, resolve requests, and contribute to growth through collaboration with internal teams.

The role emphasizes active listening, attention to detail, and a client-first mindset, with structured training and mentorship to support licensing goals and career development.

Qualifications

• 1+ years of client-facing or customer service experience.
• Strong attention to detail and ability to prioritize tasks.
• Excellent active listening and clear communication.
• Ability to build collaborative relationships and work with internal teams.
• Adaptable and coachable with a willingness to learn.

Responsabilités

• 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 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.

Connaissances

Attention to Detail

Active Listening

Building Collaborative Relationships

Adaptability

Coachability

Description du poste

Charles Schwab is seeking a Client Relationship Specialist to deliver a personalized client experience and support daily branch operations in Los Angeles. You will engage with clients, resolve requests, and contribute to growth through collaboration with internal teams.

The role emphasizes active listening, attention to detail, and a client-first mindset, with structured training and mentorship to support licensing goals and career development.