Client Relationship Specialist - Akron, OH

Charles Schwab Corporation • Copley, OH

1d • Onsite

About The Position

The Client Relationship Specialist (CRS) delivers personalized, high-quality client experiences while supporting the operational success of a Schwab branch. The role involves welcoming and supporting clients, understanding their needs, resolving requests accurately and carefully, and building trust through professionalism, reliability, and a client-first mindset. It also supports daily branch operations, including account servicing, documentation, and follow-up.

This position is an entry point into financial services, providing hands-on client interaction and exposure to wealth management services, with opportunities to develop and explore career paths. Training begins with a four-week live virtual Client Relationship Specialist University program, followed by in-branch hands-on training and mentorship. Schwab also offers support for required licensing aligned with the employee’s goals. Compensation includes base pay and performance-tied bonus and incentive opportunities.

Requirements

• At least 1 year of client-facing or customer service experience.
• Attention to detail, including accurate completion of tasks, effective prioritization, organization, and early identification of discrepancies.
• Active listening and clear, accurate communication; ability to ask questions, confirm understanding, and adapt communication style.
• Ability to build collaborative relationships with internal teams and earn trust through professionalism, responsiveness, and reliability.
• Adaptability to changing priorities, client needs, and processes in a fast-paced environment.
• Coachability, openness to feedback, and willingness to learn and grow.

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 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.
• 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.
• 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, remaining flexible and solution-oriented in new or complex situations.
• Apply feedback to improve performance and remain willing to learn and adopt new approaches or skills.

Benefits

• Four-week live virtual Client Relationship Specialist University training program.
• In-branch hands-on training and mentorship from a manager, peers, and dedicated mentors.
• Support for required licensing aligned with career goals.
• Career development and opportunities to explore career paths.
• Performance-tied 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