Client Relationship Specialist- Upland, CA

Charles Schwab; Upland (CA); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Vacation + volunteer time

Parental leave

Tuition reimbursement

Health insurance

Job summary

Charles Schwab is hiring a Client Relationship Specialist to deliver a welcoming, high-quality client experience while supporting branch operations in California. You will engage clients, understand their needs, and coordinate services with a client-first mindset.

In this entry-level role, you'll receive robust training and licensing support, develop client service and financial skills, and have a clear path for growth within Schwab's branch network.

Qualifications

• 1+ years of client-facing or customer service experience.
• Strong attention to detail and accuracy.
• Excellent communication and ability to adapt to client needs.
• Ability to work in a fast-paced environment.

Responsibilities

• Deliver a welcoming, inclusive client experience by understanding needs and resolving requests with accuracy and care.
• Support daily branch operations, including account servicing and documentation.
• Communicate effectively with clients and colleagues, adapting to different styles.
• Use active listening to understand priorities and escalate when needed.
• Manage multiple tasks and priorities to meet deadlines and quality.
• Partner with team members to drive client engagement and operational excellence.
• Build trust and long-term relationships through professionalism and reliability.

Skills

Client service

Active listening

Attention to detail

Communication

Time management

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 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.

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

• 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

• 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 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