Client Relationship Specialist: Path to Wealth Management

Charles Schwab Corporation; Redmond (WA); On-site; USD 48,000 - 62,000; Full time

Benefits offered by this job

Licensing support

Coaching & development

Job summary

Charles Schwab Corporation in Redmond, WA seeks a Client Relationship Specialist to deliver a personalized client experience at the branch and support daily operations with accuracy and care. You will engage with clients hands-on, listen actively, and collaborate with teammates to ensure seamless service and growth opportunities.

The role provides coaching, learning opportunities, and licensing support to help you build skills and advance in financial services.

Qualifications

• 1+ years of client-facing or customer service experience.

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

Job description

Charles Schwab Corporation in Redmond, WA seeks a Client Relationship Specialist to deliver a personalized client experience at the branch and support daily operations with accuracy and care. You will engage with clients hands-on, listen actively, and collaborate with teammates to ensure seamless service and growth opportunities.

The role provides coaching, learning opportunities, and licensing support to help you build skills and advance in financial services.