Entry-Level Client Relationship Specialist | Growth Path

Charles Schwab; Clearwater (FL); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical after 5+

Paid parental leave and familyBenefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Florida is seeking a Client Relationship Specialist to deliver a personalized client experience and support branch operations. This entry-point role offers hands-on client interaction, exposure to wealth management services, and a clear path for growth.

You will help clients feel heard, supported, and confident in their relationship with Schwab, with access to coaching and licensing opportunities as you develop your career within the firm.

Qualifications

• 1+ years of client-facing or customer service experience.
• Strong attention to detail and accuracy in documentation.
• Effective communication and ability to tailor interactions to client needs.

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-ups with strong attention to detail.
• Communicate effectively with clients and colleagues, adapting to different styles and needs.
• Use active listening to understand priorities and escalate 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 in Florida is seeking a Client Relationship Specialist to deliver a personalized client experience and support branch operations. This entry-point role offers hands-on client interaction, exposure to wealth management services, and a clear path for growth.

You will help clients feel heard, supported, and confident in their relationship with Schwab, with access to coaching and licensing opportunities as you develop your career within the firm.