Client Relationship Specialist - West Bloomfield, MI

The Charles Schwab Corporation; Birmingham (MI); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and volunteering

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

The Charles Schwab Corporation is seeking a Client Relationship Specialist to provide outstanding client service in our branch. You will greet clients, help meet their needs, and support the Branch Manager and sales team to deliver an exceptional experience.

Role offers growth in financial services, with potential licensing support for Series 7 and 63/66 if aligned with your career goals. Emphasis on teamwork, integrity, and client-focused solutions within a collaborative environment.

Qualifications

• 1+ year of Client/Customer Service experience.
• Preferred: experience in Financial Services/Wealth Management and/or related industry.
• Licensing (Series 7 and 63/66) may be obtained with support from Schwab.

Responsibilities

• Greet clients and prospects as they arrive at the branch.
• Deliver value, service, and a positive client experience.
• Assist Branch Manager and sales staff to meet client needs.
• Receive checks, deposits, and process new accounts.

Skills

Customer service

Communication

Teamwork

Notary

Job description

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You’ll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn’t required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, th is may be the opportunity for you.

To read more about our client offerings visit: Charles Schwab - Investor Services

What you are good at

Building strong, personal relationships with our clients is a key component of our business strategy.

Our Client Relationship Specialists will pursue this mission through:

• Greeting our clients and prospects as they arrive at the branch
• Delivering unparalleled value, excellent service and providing a positive client experience
• Assisting the Branch Manager and sales staff with meeting our client's needs

We are looking for people with a passion for helping clients. You will be responsible for:

• Receiving checks and or security deposits, check disbursements and new account processing
• Actively uncovering additional business development opportunities
• Scheduling clients with an Associate Financial Consultant and/or Financial Consultant for further consultation

We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value teamwork, integrity, service, open communication, and perseverance.

If you want to be apart of a firm that truly values your contributions, consider a career at Charles Schwab.

To learn more about the culture at Schwab, click here to meet our people.

What you have

Required Qualifications:

• 1+ year of Client/Customer Service experience

Preferred Qualifications:

• Previous experience in Financial Services/Wealth Management and/or closely related industry.
• While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
• Ability to handle client needs with tact and diplomacy
• Outstanding written and oral communication skills
• Experience work ing independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
• Ability to build and maintain good cross-enterprise working relationships
• Basic understanding of brokerage regulations and rules that govern client accounts
• May be asked to become a Notary

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

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