Client Relationship Specialist - Troy, MI

Charles Schwab Corporation • Troy, MI

1d

About The Position

The Client Relationship Specialist (CRS) delivers a personalized, high-quality client experience while supporting the operational success of the branch. The role provides an entry point into financial services, with hands-on client interaction, exposure to wealth management services, and opportunities for career growth. The specialist helps clients feel heard, supported, and confident in their relationship with Schwab, and receives resources, coaching, and learning opportunities, including support for required licensing aligned with career goals.

The position includes a four-week live virtual Client Relationship Specialist University (CRSU) training program, followed by in-branch hands-on training and mentorship from managers, peers, and dedicated mentors. Schwab also offers career pathing and performance-based bonus and incentive opportunities in addition to base pay.

Requirements

• At least 1 year of client-facing or customer service experience.
• Attention to detail, including completing requests accurately, following established processes, prioritizing work, organizing tasks and follow-ups, and identifying discrepancies or issues.
• Active listening and clear communication, including asking thoughtful questions, confirming understanding, and adapting communication style.
• Ability to build collaborative relationships and partner effectively with internal teams.
• Adaptability to changing priorities, client needs, and processes in a fast-paced environment.
• Coachability, openness to feedback, and willingness to learn, grow, and adopt new approaches or skills.

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 drive client engagement and operational excellence.
• Build trust and long-term relationships through professionalism, reliability, and a client-first mindset.

Benefits

• Performance-based bonus and incentive opportunities in addition to base pay.
• Four-week live virtual training program.
• In-branch hands-on training and mentorship.
• Support for required licensing aligned with career goals.
• Career development and pathing opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed