Client Relationship Specialist - Studio City, CA

Charles Schwab Inc. • Los Angeles, CA

3d

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 offers an entry point into financial services, with hands-on client interaction and exposure to wealth management services. Schwab provides resources, coaching, and learning opportunities to help employees build skills and develop their careers, including support for required licensing aligned with their goals.

The CRS helps clients feel heard, supported, and confident in their relationship with Schwab. The position includes a four-week live virtual Client Relationship Specialist University training program, followed by hands-on in-branch training and mentorship. The role provides a foundation for career growth, with opportunities to explore paths aligned with individual 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, organization, and ability to prioritize tasks and meet deadlines.
• Ability to communicate clearly, listen actively, confirm understanding, and adapt communication style.
• Ability to build collaborative relationships and partner effectively with internal teams.
• Adaptability in a fast-paced environment with changing priorities, client needs, and processes.
• Openness to feedback and willingness to learn, grow, and adopt new approaches or skills.

Responsibilities

• Deliver a welcoming, inclusive client experience by understanding client 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 communication styles and needs.
• Use active listening to understand client priorities and escalate issues when needed.
• Manage multiple tasks and priorities to meet deadlines and maintain quality.
• Partner with team members to support client engagement and operational excellence.
• Build trust and long-term relationships through professionalism, reliability, and a client-first mindset.
• Complete requests and tasks accurately while following established processes and prioritizing work to meet deadlines.
• Organize tasks, client requests, and follow-ups to support timely, consistent execution.
• Maintain high-quality, error-free work and identify discrepancies or issues early.
• Ask thoughtful questions, confirm understanding, and adapt communication to align with client needs.
• Partner effectively with internal teams to deliver seamless client experiences.
• Adjust to changing priorities, client needs, and processes in a fast-paced environment.
• Remain flexible and solution-oriented when navigating new or complex situations.
• Receive feedback openly and apply it to improve performance.

Benefits

• Four-week live virtual Client Relationship Specialist University training program.
• Hands-on in-branch training and mentorship from a manager, peers, and dedicated mentors.
• Support for required licensing aligned to career goals.
• Bonus and incentive opportunities tied to performance.
• Career development and opportunities to explore paths aligned with individual strengths.

What This Job Offers

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