Client Relationship Specialist - Pasadena, CA

Charles Schwab; Pasadena (CA); Vor Ort; USD 55.000 - 85.000; Vollzeit

Benefits dieser Stelle

401(k) match

Paid vacation

Parental leave

Tuition reimbursement

Health insurance

Zusammenfassung

Charles Schwab in Pasadena seeks a Client Relationship Specialist to deliver a personalized client experience and support branch operations. You will engage clients, resolve requests with care, and contribute to wealth management exposure with growth opportunities.

The role emphasizes training, licensing support, and a collaborative team approach to build lasting client relationships and drive operational excellence.

Qualifikationen

• Entry point into financial services with growth opportunities.
• Licensing support provided to help your career goals.
• Hands-on client interaction and service excellence.

Aufgaben

• 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.

Kenntnisse

Active listening

Client engagement

Communication

Attention to detail

Relationship building

Jobbeschreibung

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.

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.

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