Client Relationship Specialist — Training & Growth Path

Charles Schwab; Edgemont (NY); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

401(k) with company match

PTO and sabbatical

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Client Relationship Specialist in New York Edgemont to deliver personalized client experiences while supporting branch operations. You will interact with clients hands-on, learn wealth management services, and gain exposure to licensing aligned to your goals.

Start your career in financial services with Schwab’s training programs, mentorship, and a clear path for growth, all while building trusted relationships and a client-first mindset in a fast-paced environment.

Qualifications

• 1+ years of client-facing or customer service experience.
• Attention to Detail: complete requests and tasks accurately while following established processes, prioritizing work to meet deadlines.
• Active Listening: listen carefully to understand client needs and respond with clarity.
• Building Collaborative Relationships: partner effectively with internal teams to deliver seamless client experiences.
• Adaptability: adjust to changing priorities and processes in a fast-paced environment.
• Coachability: show openness to feedback and apply it to improve performance.

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

Customer service

Attention to Detail

Active Listening

Building Collaborative Relationships

Adaptability

Coachability

Job description

Charles Schwab is seeking a Client Relationship Specialist in New York Edgemont to deliver personalized client experiences while supporting branch operations. You will interact with clients hands-on, learn wealth management services, and gain exposure to licensing aligned to your goals.

Start your career in financial services with Schwab’s training programs, mentorship, and a clear path for growth, all while building trusted relationships and a client-first mindset in a fast-paced environment.