Client Relationship Specialist - Huntersville, NC

Charles Schwab Inc. • Huntersville, WV

1d • $24 - $35

About The Position

At Schwab, the Client Relationship Specialist (CRS) delivers a personalized, high-quality client experience while supporting the operational success of the branch. The role offers an entry point into financial services, hands-on client interaction, exposure to wealth management services, and 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 includes a four-week live virtual Client Relationship Specialist University (CRSU), followed by in-branch training and mentorship from a manager, peers, and dedicated mentors. The CRS position provides a foundation for exploring career paths aligned with individual strengths. In addition to base pay, the role offers performance-related bonus and incentive opportunities.

Requirements

• At least 1 year of client-facing or customer service experience.
• Strong attention to detail, organization, and ability to prioritize work and meet deadlines.
• Active listening and clear, accurate communication skills.
• Ability to build collaborative relationships and establish trust through professionalism, responsiveness, and reliability.
• Adaptability and a solution-oriented approach in changing or complex situations.
• 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 priorities and escalate issues when needed.
• Manage multiple tasks and priorities to meet deadlines while maintaining quality.
• Partner with team members to support 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, consistent execution.
• Identify discrepancies or issues early and maintain high-quality, error-free work.
• 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.
• Apply feedback to improve performance and adopt new approaches or skills.

Benefits

• Four-week live virtual Client Relationship Specialist University (CRSU) training.
• In-branch hands-on training and mentorship.
• Coaching and learning opportunities.
• Support for required licensing aligned to career goals.
• Career pathing 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