Client Relationship Specialist — Launch Your Finance Career

Charles Schwab; Sarasota (FL); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation, volunteering & sabbatic

Paid parental leave

Tuition reimbursement

Health, dental & vision insurance

Job summary

Charles Schwab is seeking a Client Relationship Specialist to provide a personalized client experience and support branch operations in the Sarasota area. You will engage with clients, learn licensing requirements, and grow your skills through hands-on training and mentorship.

This entry-point role emphasizes active listening, attention to detail, and collaboration with colleagues to deliver high-quality service and foster long-term client relationships.

Qualifications

• 1+ years of client-facing or customer service experience.
• Strong attention to detail and accuracy.
• Excellent listening and communication skills.
• Ability to multitask and meet deadlines.

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 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.
• Build trust and long-term relationships through professionalism, reliability, and a client-first mindset.

Skills

Attention to Detail

Active Listening

Building Collaborative Relationships

Adaptability

Coachability

Customer Service

Job description

Charles Schwab is seeking a Client Relationship Specialist to provide a personalized client experience and support branch operations in the Sarasota area. You will engage with clients, learn licensing requirements, and grow your skills through hands-on training and mentorship.

This entry-point role emphasizes active listening, attention to detail, and collaboration with colleagues to deliver high-quality service and foster long-term client relationships.