Entry-Level Client Relationship Specialist for Growth

Charles Schwab; New York (NY); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical program

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in New York City is seeking a Client Relationship Specialist to deliver a welcoming, high-quality client experience while supporting branch operations. This entry point into financial services offers hands-on client interaction and exposure to wealth management services, with coaching to help you earn required licenses.

Schwab provides training through CRSU, mentorship, and a clear growth path within a collaborative, client-first culture that emphasizes professional development

Qualifications

• 1+ years of client-facing or customer service experience.
• Demonstrates attention to detail and accuracy in processing requests.
• Excellent active listening and clear communication.
• Ability to build collaborative relationships with internal teams.
• Adaptable and solution-oriented in a fast-paced environment.
• Coachable and open to feedback for continuous growth.

Responsibilities

• Deliver a welcoming, inclusive client experience by understanding needs and resolving requests.
• Support daily branch operations, including account servicing, documentation, and follow-up.
• Communicate effectively with clients and colleagues, adapting to different styles.
• 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 and reliability.

Skills

Active Listening

Attention to Detail

Building Collaborative Relationships

Adaptability

Coachability

Job description

Charles Schwab in New York City is seeking a Client Relationship Specialist to deliver a welcoming, high-quality client experience while supporting branch operations. This entry point into financial services offers hands-on client interaction and exposure to wealth management services, with coaching to help you earn required licenses.

Schwab provides training through CRSU, mentorship, and a clear growth path within a collaborative, client-first culture that emphasizes professional development