Client Relationship Specialist - Sarasota, FL

Charles Schwab; Sarasota (FL); On-site; USD 42,000 - 61,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Sarasota, FL is seeking a Client Relationship Specialist to deliver a personalized client experience and support branch operations. You will engage with clients, help them feel heard, and contribute to a high‑quality, efficient branch environment.

The role emphasizes training and development with licensing support, a clear growth path in wealth management, and a competitive benefits package that includes health, retirement plans, and educational assistance.

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 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

Attention to Detail

Active Listening

Building Collaborative Relationships

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.

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

The expertise you bring:

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

The skills you bring:

Attention to Detail: Complete work accurately, stay organized, and manage follow‑up to ensure timely, high‑quality execution.

Active Listening: Listen to understand client needs, ask thoughtful questions, and communicate clearly and accurately.

Building Collaborative Relationships: Partner across teams, build trust, and contribute to a seamless client experience.

Adaptability: Adjust to changing priorities, client needs, and processes while staying flexible and solution‑oriented.

Coachability: Apply feedback, learn quickly, and adopt new approaches to strengthen 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