Client Relationship Specialist - Novi, MI

Charles Schwab Corporation • Novi, MI

1d

About The Position

At Schwab, the Client Relationship Specialist (CRS) delivers personalized, high-quality client experiences while supporting branch operations. The role provides hands-on client interaction and exposure to wealth management services, and is described as an entry point into the financial services industry with opportunities for career growth. The CRS 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 begins with Client Relationship Specialist University (CRSU), a four-week live virtual training program, followed by in-branch hands-on training and mentorship. Schwab also offers career-pathing opportunities and performance-based bonus and incentive opportunities in addition to base pay.

Requirements

• At least 1 year of client-facing or customer service experience.
• Strong attention to detail and ability to complete work accurately while following established processes.
• Ability to prioritize and organize work, client requests, and follow-ups to meet deadlines.
• Active listening skills, including asking thoughtful questions, confirming understanding, and communicating clearly.
• Ability to adapt communication style to client needs.
• Ability to collaborate effectively with internal teams and build trust through professionalism, responsiveness, and reliability.
• Adaptability to changing priorities, client needs, and processes in a fast-paced environment.
• 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 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.
• Complete requests and tasks accurately while following established processes and prioritizing work to meet deadlines.
• 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.

Benefits

• Four-week live virtual Client Relationship Specialist University (CRSU) training program.
• In-branch hands-on training and mentorship.
• Support from managers, peers, and dedicated mentors.
• Resources, coaching, learning opportunities, and support for required licensing aligned with career goals.
• Career-pathing opportunities.
• Bonus and incentive opportunities tied to performance, in addition to base pay.

What This Job Offers

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