Client Relationship Specialist - Corte Madera

Charles Schwab Inc. • Corte Madera, CA

19h • 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 is an entry point into financial services, providing 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. Schwab provides resources, coaching, learning opportunities, and support for required licensing aligned with the employee’s goals.

The role includes welcoming and inclusive client service, branch operations support, account servicing, documentation, and follow-up. Specialists communicate with clients and colleagues, listen to understand client priorities, escalate issues as needed, and manage multiple tasks while meeting deadlines and maintaining quality. They work with teammates to support client engagement and operational excellence, building long-term relationships through professionalism, reliability, and a client-first approach.

New employees 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 offers career-path exploration and, in addition to base pay, bonus and incentive opportunities tied to performance.

Requirements

• At least 1 year of client-facing or customer service experience.
• Attention to detail, accuracy, organization, and ability to prioritize work and meet deadlines.
• Active listening skills, clear communication, and ability to confirm understanding and adapt communication style.
• Ability to build collaborative relationships and partner effectively with internal teams.
• Professionalism, responsiveness, and reliability.
• Adaptability and a solution-oriented approach in a fast-paced environment with changing priorities, client needs, and processes.
• Coachability 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 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.
• Organize tasks, client requests, and follow-ups to ensure timely and consistent execution.
• Identify discrepancies or issues early and maintain high-quality, error-free work.
• Apply feedback to improve performance and remain open to learning new approaches and skills.

Benefits

• Training and development through a four-week live virtual Client Relationship Specialist University program, followed by in-branch training and mentorship.
• Career development and opportunities to explore career paths aligned with individual strengths.
• Bonus and incentive opportunities tied to performance.
• Support for required licensing aligned with career goals.

What This Job Offers

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