Client Relationship Specialist - Newport Beach, CA
About The Position
As a Client Relationship Specialist (CRS), you deliver a personalized, high-quality client experience while supporting the operational success of a Schwab branch. The role is an entry point into financial services, providing hands-on client interaction and exposure to wealth management services, with opportunities for career growth. You help clients feel heard, supported, and confident in their relationship with Schwab. Schwab provides resources, coaching, learning opportunities, and support for required licensing aligned with your goals. New hires begin with Client Relationship Specialist University (CRSU), a four-week live virtual training program, followed by hands-on in-branch training and mentorship. The role also offers a career pathing approach that allows employees to explore paths aligned with their strengths. In addition to base pay, the position offers bonus and incentive opportunities tied to performance.
Requirements
- At least 1 year of client-facing or customer service experience.
- Strong attention to detail and ability to complete tasks accurately while following established processes.
- Ability to prioritize work and meet deadlines.
- Strong organizational skills for managing tasks, client requests, and follow-ups.
- Active listening and clear, accurate communication skills.
- Ability to collaborate with internal teams and build professional, reliable relationships.
- Adaptability in a fast-paced environment and when navigating new or complex situations.
- Openness to feedback and willingness to learn and grow.
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 client priorities and escalate issues when needed.
- Manage multiple tasks and priorities to meet deadlines while maintaining quality.
- Partner with team members to promote client engagement and operational excellence.
- Build trust and long-term relationships through professionalism, reliability, and a client-first mindset.
- Organize tasks, client requests, and follow-ups to ensure timely and consistent execution.
- Identify discrepancies or issues early and ensure high-quality, error-free work.
- Ask thoughtful questions, confirm understanding, and adapt communication to ensure alignment.
- Remain flexible and solution-oriented as priorities, client needs, and processes change.
- Apply feedback to improve performance and adopt new approaches or skills.
Benefits
- Four-week live virtual Client Relationship Specialist University training program.
- Hands-on in-branch training and mentorship from managers, peers, and dedicated mentors.
- Resources, coaching, and learning opportunities, including support for required licensing aligned to career goals.
- Career pathing opportunities.
- Bonus and incentive opportunities tied to performance.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
