Client Relationship Specialist — Launch Your Finance Career

Charles Schwab; Novi (MI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years

Parental leave and family-building

Tuition reimbursement

Health, dental, vision insurance

Job summary

Charles Schwab is seeking a Client Relationship Specialist (CRS) in Novi, MI. You will deliver a welcoming client experience, support branch operations, and build long-term client relationships. The role emphasizes active listening, accuracy, and collaboration to ensure high-quality service.

This entry-point opportunity offers hands-on client interaction, exposure to wealth management services, and training programs including CRSU, with a clear path for growth and licensing support.

Qualifications

• 1+ years of client-facing or customer service experience.
• Attention to detail in handling requests and documentation.
• Active listening to understand client needs and respond clearly.
• Ability to build collaborative relationships with internal teams.

Responsibilities

• Deliver a welcoming 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 styles and needs.
• Manage multiple tasks to meet deadlines while maintaining quality.
• Partner with team members to drive client engagement and operational excellence.

Skills

Client-facing experience

Attention to Detail

Active Listening

Relationship building

Adaptability

Coachability

Job description

Charles Schwab is seeking a Client Relationship Specialist (CRS) in Novi, MI. You will deliver a welcoming client experience, support branch operations, and build long-term client relationships. The role emphasizes active listening, accuracy, and collaboration to ensure high-quality service.

This entry-point opportunity offers hands-on client interaction, exposure to wealth management services, and training programs including CRSU, with a clear path for growth and licensing support.