Client Relationship Specialist - Redmond, WA

Charles Schwab; Redmond (WA); On-site; USD 48,000 - 60,000; Full time

Benefits offered by this job

401(k) with company match and ESPP

Vacation, volunteering time

Sabbatical after 5 years

Parental leave & family building

Tuition reimbursement

Health, dental, vision insurance

Job summary

Charles Schwab seeks a Client Relationship Specialist (CRS) to provide a high-quality, personalized client experience and support branch operations in Redmond, WA. You'll interact with clients daily, learn wealth-management services, and pursue licensing to advance your career.

Developing skills is central here, with coaching, learning opportunities, and a clear growth path as you build trusted relationships and help clients achieve their goals.

Qualifications

• 1+ years of client-facing or customer service experience.
• Strong communication and listening skills.
• Ability to build trust with clients and team members.

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 high attention to detail.
• Communicate effectively with clients and colleagues, adapting to different styles and needs.
• Use active listening to understand priorities and escalate 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

Client-facing experience

Attention to Detail

Active Listening

Collaboration

Adaptability

Coachability

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 **escalate** 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.

What you have

The expertise you bring

• 1+ years of client‑facing or customer service experience

The skills you bring

Attention to Detail

Complete requests and tasks accurately while following established processes, while effectively prioritizing work to meet deadlines

Maintain strong organization of tasks, client requests, and follow‑ups to ensure timely and consistent execution

Ensure high‑quality, error‑free work and identify discrepancies or issues early

Active Listening

Listen carefully to understand client needs and respond with clarity and accurate communication

Ask thoughtful questions, confirm understanding, and adapt communication style to ensure alignment

Building Collaborative Relationships

Partner effectively with internal teams to deliver seamless client experiences

Build trust through professionalism, responsiveness, and reliability

Adaptability

Adjust to changing priorities, client needs, and processes in a fast‑paced environment

Remain flexible and solution‑oriented when navigating new or complex situations

Coachability

Demonstrate openness to feedback and apply it to improve performance

Show a willingness to learn, grow, and adopt new approaches or skills

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