Growth‑Oriented Client Relationship Specialist

Charles Schwab; Santa Barbara (CA); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

401(k) matching

Employee stock purchase plan

Paid time off and volunteering leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is hiring a Client Relationship Specialist in Santa Barbara to deliver a personalized client experience and support branch operations. You will engage with clients, learn core wealth services, and grow your career through training and licensing opportunities.

This entry-point role emphasizes listening, accuracy, and relationship-building, with hands-on client interaction and mentorship to develop essential finance skills.

Qualifications

• 1+ years of client-facing or customer service experience.
• Ability to resolve client requests with accuracy and care.
• Strong communication and listening skills to understand 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-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.
• Build trust and long-term relationships through professionalism, reliability, and a client-first mindset.
• Partner with team members to drive client engagement and operational excellence.

Skills

Attention to detail

Active listening

Building collaborative relationships

Adaptability

Coachability

Client-facing experience

Job description

Charles Schwab is hiring a Client Relationship Specialist in Santa Barbara to deliver a personalized client experience and support branch operations. You will engage with clients, learn core wealth services, and grow your career through training and licensing opportunities.

This entry-point role emphasizes listening, accuracy, and relationship-building, with hands-on client interaction and mentorship to develop essential finance skills.