Client Relationship Specialist - Pasadena, CA

Charles Schwab Inc.•Pasadena, CA

4d•$45,800 - $85,000•Onsite

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 provides hands-on client interaction and exposure to wealth management services, and is described as an entry point into financial services with opportunities for career growth. The CRS helps clients feel heard, supported, and confident in their relationship with Schwab, with access to resources, coaching, learning opportunities, and support for required licensing aligned with career goals. Training begins with Client Relationship Specialist University (CRSU), a four-week live virtual program. Afterward, development continues in the branch through hands-on training and mentorship from a manager, peers, and dedicated mentors. Schwab also describes the role as a foundation for exploring career paths aligned with the employee’s strengths. Compensation includes base pay and performance-tied bonus and incentive opportunities.

Responsibilities

Deliver a welcoming, inclusive client experience by understanding needs and resolving requests accurately and carefully.
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.