Client Relationship Specialist - Portland, OR (Slabtown)
About The Position
At Schwab, the Client Relationship Specialist (CRS) delivers a personalized, high-quality client experience 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 financial services with opportunities for career growth. Schwab provides resources, coaching, and learning opportunities, including support for required licensing aligned with the employee’s goals. The specialist helps clients feel heard, supported, and confident in their relationship with Schwab. The role includes responding to client needs, servicing accounts, handling documentation and follow-up, and working with colleagues to support client engagement and branch operations. Development includes a four-week live virtual Client Relationship Specialist University (CRSU) program, followed by in-branch training and mentorship.
Requirements
- At least 1 year of client-facing or customer service experience.
- Strong attention to detail and ability to prioritize work to meet deadlines.
- Strong organizational skills for managing tasks, client requests, and follow-ups.
- 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 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.
- 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 in a fast-paced environment.
- Remain flexible and solution-oriented when navigating 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.
- In-branch hands-on training and mentorship from a manager, peers, and dedicated mentors.
- Career pathing and opportunities to explore career paths aligned with individual strengths.
- Bonus and incentive opportunities tied to performance.
- Support for required licensing aligned with the employee’s goals.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
