Client Relationship Specialist - Scarsdale, NY
About The Position
At Schwab, the Client Relationship Specialist (CRS) delivers a personalized, high-quality client experience while supporting the operational success of the branch. The role is an entry point into financial services, providing hands-on client interaction and exposure to wealth management services, with opportunities to develop skills and pursue career growth. Schwab provides resources, coaching, and learning opportunities, including support for required licensing aligned with the employee’s goals. The CRS helps clients feel heard, supported, and confident in their relationship with Schwab. The role includes responding to client needs, resolving requests accurately and carefully, supporting daily branch operations, and partnering with colleagues to maintain client engagement and operational excellence. Development begins with a four-week live virtual Client Relationship Specialist University program and continues in the branch through hands-on training and mentorship.
Requirements
- At least 1 year of client-facing or customer service experience.
- Attention to detail, including accurately completing requests and tasks, following established processes, prioritizing work, organizing tasks and follow-ups, and identifying discrepancies or issues.
- Active listening skills, including asking thoughtful questions, confirming understanding, and adapting communication to client needs.
- Ability to build collaborative relationships and partner with internal teams.
- Adaptability to changing priorities, client needs, processes, and complex situations.
- Coachability, openness to feedback, and willingness to learn and adopt new skills or approaches.
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.
- 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.
Benefits
- Bonus and incentive opportunities tied to performance.
- Four-week live virtual training program and continued in-branch training and mentorship.
- Support for required licensing aligned with career goals.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
