Client Relationship Specialist- Mission Viejo, CA

Charles Schwab; Mission Viejo (CA); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with company match

Employee stock purchase plan

Paid vacation and volunteering time; /

28-day sabbatical after every 5 years

Paid parental leave and familybuilding

Tuition reimbursement

Job summary

Charles Schwab is seeking a Client Relationship Specialist to deliver a personalized client experience at a local branch in Mission Viejo, CA. You will support account servicing, documentation, and follow-up with careful attention to detail while developing skills through licensed training opportunities.

You will learn to communicate effectively with clients and colleagues, listen actively to priorities, and build long-term relationships through professionalism and reliability.

Qualifications

• Entry point into the financial services industry with licensing support.
• Strong interpersonal skills to deliver a welcoming, client-focused experience.
• Ability to manage multiple tasks with attention to detail and follow-up.

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

Active listening

Customer service

Communication

Time management

Relationship building

Job description

Your opportunity

At Schwab, you’re empowered to make a meaningful impact—for clients and for your career.
As a Client Relationship Specialist (CRS), you play a vital role in delivering a personalized,
high-quality client experience while supporting the operational success of the branch. This
role is an excellent entry point into the financial services industry, offering hands-on client
interaction, exposure to wealth management services, and a clear path for growth.

In this role, you will ensure clients feel heard, supported, and confident in their relationship
with Schwab. Development is central to this role, and Schwab provides the resources,
coaching, and learning opportunities to help you build skills and expand your career—
including support for required licensing aligned to your goals.

• 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.

Why you’re set up for success

Schwab Training & Development

Start with Client Relationship Specialist University (CRSU) a four-week, live
virtual training program designed to set you up for success.

After CRSU, your development continues in-branch through hands-on training and
mentorship, with support from your manager, peers, and dedicated mentors.

Career Pathing

The CRS role provides a strong foundation for growth. Schwab’s “choose your own
adventure” approach empowers you to explore paths aligned to your strengths.

Competitive Compensation

In addition to base pay, this role offers bonus and incentive opportunities tied to
performance.

What you have

At Schwab, you’re empowered to make a meaningful impact—for clients and for your career.
As a Client Relationship Specialist (CRS), you play a vital role in delivering a personalized,
high-quality client experience while supporting the operational success of the branch. This
role is an excellent entry point into the financial services industry, offering hands-on client
interaction, exposure to wealth management services, and a clear path for growth.

In this role, you will ensure clients feel heard, supported, and confident in their relationship
with Schwab. Development is central to this role, and Schwab provides the resources,
coaching, and learning opportunities to help you build skills and expand your career—
including support for required licensing aligned to your goals.

• 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.

Why you’re set up for success

Schwab Training & Development

Start with Client Relationship Specialist University (CRSU) a four-week, live
virtual training program designed to set you up for success.

After CRSU, your development continues in-branch through hands-on training and
mentorship, with support from your manager, peers, and dedicated mentors.

Career Pathing

The CRS role provides a strong foundation for growth. Schwab’s “choose your own
adventure” approach empowers you to explore paths aligned to your strengths.

Competitive Compensation

In addition to base pay, this role offers bonus and incentive opportunities tied to
performance.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance