Client Relationship Specialist - Novi, MI

Charles Schwab Inc. • Novi, MI

3d • $45,800 - $87,500 • Onsite

About The Position

At Schwab, the Client Relationship Specialist (CRS) delivers a personalized, high-quality client experience while supporting branch operations. The role provides an entry point into financial services, with hands-on client interaction and exposure to wealth management services. Schwab provides resources, coaching, learning opportunities, and support for required licensing aligned with career goals. New hires begin with Client Relationship Specialist University (CRSU), a four-week live virtual training program, followed by in-branch training and mentorship. The role offers opportunities to explore career paths aligned with individual strengths. In addition to base pay, it offers performance-related bonus and incentive opportunities.

Requirements

• At least 1 year of client-facing or customer service experience.
• Attention to detail, organization, accuracy, and ability to prioritize tasks and meet deadlines.
• Active listening and clear, accurate communication.
• Ability to build collaborative relationships and work effectively with internal teams.
• Adaptability in a fast-paced environment with changing priorities and processes.
• Coachability and willingness to learn and apply feedback.

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 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.
• Complete requests and tasks accurately while following established processes and prioritizing work effectively.
• Organize tasks, client requests, and follow-ups to ensure timely, consistent execution.
• Maintain high-quality, error-free work and identify discrepancies or issues early.
• Ask thoughtful questions, confirm understanding, and adapt communication to ensure alignment.
• Partner 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.
• Demonstrate openness to feedback and apply it to improve performance.
• Show willingness to learn, grow, and adopt new approaches or skills.

Benefits

• Four-week live virtual Client Relationship Specialist University training program, followed by in-branch training and mentorship.
• Resources, coaching, learning opportunities, and support for required licensing aligned with career goals.
• Career development and opportunities to explore different career paths.
• Performance-related bonus and incentive opportunities in addition to base pay.

What This Job Offers

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