Client Relationship Specialist - Upland, CA

Charles Schwab Inc. • Upland, CA

1d • $31 - $42

About The Position

The Client Relationship Specialist (CRS) delivers a personalized, high-quality client experience while supporting the operational success of a Schwab branch. The role provides hands-on client interaction and exposure to wealth management services, and is described as an entry point into financial services with 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 begins with Client Relationship Specialist University (CRSU), a four-week live virtual training program, followed by hands-on in-branch training and mentorship. Compensation includes base pay and performance-related bonus and incentive opportunities.

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 organize tasks, client requests, and follow-ups and meet deadlines.
• Active listening and clear, accurate communication skills.
• Ability to build collaborative relationships with internal teams and establish trust through professionalism, responsiveness, and reliability.
• Adaptability in a fast-paced environment with changing priorities, client needs, and processes.
• Openness to feedback and willingness to learn and develop.

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 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.
• Maintain high-quality, error-free work and identify discrepancies or issues early.
• Ask thoughtful questions, confirm understanding, and adapt communication style 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 in new or complex situations.
• Accept feedback and apply it to improve performance; learn, grow, and adopt new approaches or skills.

Benefits

• Four-week live virtual Client Relationship Specialist University (CRSU) training program.
• Hands-on in-branch training and mentorship from a manager, peers, and dedicated mentors.
• Resources, coaching, and learning opportunities, including support for required licensing aligned with career goals.
• Career growth opportunities and career pathing.
• 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