Client Relationship Specialist

Your Opportunity as a Client Relationship Specialist

As a Client Relationship Specialist (CRS) at Charles Schwab, you have the opportunity to bring your passion for customer service to a firm that champions your professional growth within the financial services industry. You will play a critical role in the operational success of a local Schwab branch, working under the guidance of your Client Relationship Manager and Branch Manager to deliver an unparalleled client experience.

Development and growth are central to this role. The Branch Network at Schwab offers a clear growth path and endless opportunities to challenge yourself and deepen your expertise. While licensing isn't required initially, Charles Schwab will support you in obtaining Series 7 and 63/66 licenses if they align with your career goals. This is an ideal opportunity if you are seeking a step into financial services that involves client interaction, knowledge expansion, and building a long-term career.

What You Have

Required Qualifications:

• 1+ years of Client/Customer Service experience

Preferred Qualifications:

• Previous experience in Financial Services, Wealth Management, or a closely related industry.
• Ability to handle client needs with tact and diplomacy.
• Outstanding written and oral communication skills.
• Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously.
• Ability to build and maintain good cross-enterprise working relationships.
• Basic understanding of brokerage regulations and rules governing client accounts.
• May be asked to become a Notary.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s In It For You

At Charles Schwab, you're empowered to shape your future. The company champions your growth through meaningful work, continuous learning, and a culture of trust and collaboration, allowing you to build skills for lasting impact.

Charles Schwab offers a competitive benefits package designed to support your holistic well-being:

• 401(k) with company match and Employee Stock Purchase Plan
• Paid time for vacation, volunteering, and a 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Key skills/competency

• Client Service
• Customer Relationship Management
• Financial Services
• Wealth Management
• Operational Support
• Communication Skills
• Team Collaboration
• Problem Solving
• Brokerage Regulations
• Series 7 & 63/66 Licensing