Entry-Level Client Relationship Specialist — Growth & Training

Charles Schwab Corporation; Seal Beach (CA); On-site; USD 48,000 - 64,000; Full time

Benefits offered by this job

Bonus opportunities

Job summary

Charles Schwab Corporation is seeking a Client Relationship Specialist (CRS) in California. You will provide a personalized client experience, handle account servicing, and support branch operations while developing skills through in-branch training and licensing opportunities.

This entry-point role emphasizes listening, organization, and collaboration with teams to deliver high-quality client service and build lasting relationships.

Qualifications

• 1+ years of client-facing or customer service experience.
• Strong organizational skills and attention to detail.
• Excellent communication and active listening abilities.
• Ability to work with internal teams to resolve client requests.

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.
• Build trust and long-term relationships through professionalism and reliability.
• Partner with team members to drive client engagement and operational excellence.

Skills

Active Listening

Attention to Detail

Building Collaborative Relationships

Adaptability

Coachability

Job description

Charles Schwab Corporation is seeking a Client Relationship Specialist (CRS) in California. You will provide a personalized client experience, handle account servicing, and support branch operations while developing skills through in-branch training and licensing opportunities.

This entry-point role emphasizes listening, organization, and collaboration with teams to deliver high-quality client service and build lasting relationships.