Client Relationship Specialist: Path to Wealth Management

Charles Schwab Corporation; Clayton (MO); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Schwab Training & Development

Career Pathing

Competitive Compensation

Job summary

Charles Schwab Corporation is seeking a Client Relationship Specialist (CRS) in Missouri. The role focuses on delivering a personalized, high-quality client experience while supporting branch operations and account servicing.

You'll engage with clients, listen actively, and help them feel heard and confident in their relationship with Schwab. Development is central to this role: you'll complete CRSU training, in-branch mentorship, and licensing programs to grow your career within Schwab, with

Qualifications

• 1+ years of client-facing or customer service experience.
• Attention to detail; prioritize work and meet deadlines.
• Active listening to understand client needs.
• Build collaborative relationships with internal teams.
• Adaptability in a fast-paced environment.
• Coachability and openness to feedback.

Responsibilities

• Deliver welcoming client experience by understanding needs and resolving requests.
• Support daily branch operations, including account servicing and documentation.
• Communicate effectively with clients and colleagues.
• Manage multiple tasks to meet deadlines.
• Partner with team to drive client engagement and operational excellence.
• Build trust and long-term relationships with clients.

Skills

Customer service

Active listening

Attention to detail

Building relationships

Adaptability

Coachability

Job description

Charles Schwab Corporation is seeking a Client Relationship Specialist (CRS) in Missouri. The role focuses on delivering a personalized, high-quality client experience while supporting branch operations and account servicing.

You'll engage with clients, listen actively, and help them feel heard and confident in their relationship with Schwab. Development is central to this role: you'll complete CRSU training, in-branch mentorship, and licensing programs to grow your career within Schwab, with