Client Relationship Specialist - Walnut Creek, CA
About The Position
As a Client Relationship Specialist (CRS) at Schwab, you deliver a personalized, high-quality client experience while supporting the operational success of the branch. The role offers hands-on client interaction and exposure to wealth management services, and provides a foundation for career growth in financial services. You help clients feel heard, supported, and confident in their relationship with Schwab. Schwab provides training, coaching, learning opportunities, and support for required licensing aligned with your goals. New hires begin with Client Relationship Specialist University (CRSU), a four-week live virtual training program. Development continues in the branch through hands-on training and mentorship from managers, peers, and dedicated mentors. Schwab also offers career pathing to help employees explore options aligned with their strengths. In addition to base pay, the role offers bonus and incentive opportunities tied to performance.
Requirements
- At least 1 year of client-facing or customer service experience.
- Strong attention to detail and ability to prioritize and organize work.
- Active listening and clear, accurate communication skills.
- Ability to build collaborative relationships and work effectively with internal teams.
- 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 support timely and consistent execution.
- Maintain high-quality, error-free work and identify discrepancies or issues early.
Benefits
- Four-week live virtual Client Relationship Specialist University training.
- Hands-on in-branch training, coaching, and mentorship.
- Support for required licensing aligned with career goals.
- Career pathing and learning opportunities.
- Bonus and incentive opportunities tied to performance.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
