Entry-Level Client Experience Specialist

Charles Schwab; Plantation (FL); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Job summary

Charles Schwab is hiring a Client Relationship Specialist in Florida to deliver a personalized client experience while supporting branch operations. This entry point into financial services offers hands-on client interaction and exposure to wealth management services.

You will participate in Schwab Training & Development, starting with CRSU and mentoring, with a clear path for growth. The role emphasizes listening, accuracy, and relationship-building to earn client trust.

Qualifications

• 1+ years of client-facing or customer service experience.
• Strong attention to detail and organizational skills.
• Excellent listening and communication abilities.
• Ability to collaborate across teams to deliver seamless client experiences.
• Willingness to learn, adapt, and grow in a financial services 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, 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

Attention to detail

Active listening

Building collaborative relationships

Adaptability

Coachability

Job description

Charles Schwab is hiring a Client Relationship Specialist in Florida to deliver a personalized client experience while supporting branch operations. This entry point into financial services offers hands-on client interaction and exposure to wealth management services.

You will participate in Schwab Training & Development, starting with CRSU and mentoring, with a clear path for growth. The role emphasizes listening, accuracy, and relationship-building to earn client trust.