Entry-Level Client Success & Relations Specialist

Charles Schwab; Winter Park (FL); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Sabbatical after 5 years of service

Paid parental leave

Tuition reimbursement

Health, dental and vision insurance

Job summary

Charles Schwab in Florida is hiring a Client Relationship Specialist (CRS) to deliver a personalized, high-quality client experience while supporting branch operations. This entry point into financial services offers hands-on client interaction, exposure to wealth management services, and a clear path for growth.

The role emphasizes listening, attention to detail, and collaboration with teammates. Schwab provides training through CRSU, hands-on development, and ongoing mentorship to help you

Qualifications

• 1+ years of client-facing or customer service experience.

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

Client-facing experience

Active Listening

Attention to Detail

Building Collaborative Relationships

Adaptability

Coachability

Job description

Charles Schwab in Florida is hiring a Client Relationship Specialist (CRS) to deliver a personalized, high-quality client experience while supporting branch operations. This entry point into financial services offers hands-on client interaction, exposure to wealth management services, and a clear path for growth.

The role emphasizes listening, attention to detail, and collaboration with teammates. Schwab provides training through CRSU, hands-on development, and ongoing mentorship to help you