Client Relationship Specialist -Rowland Heights, CA

Charles Schwab Inc. • Otterbein, CA

1d • $31 - $42 • Onsite

About The Position

At Schwab, the Client Relationship Specialist (CRS) helps 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 as an entry point into the financial services industry. Schwab provides resources, coaching, learning opportunities, and support for required licensing aligned with the employee’s goals.

The CRS welcomes and supports clients, understands their needs, and resolves requests accurately and carefully. The role also supports daily branch operations, including account servicing, documentation, and follow-up. Client Relationship Specialists communicate with clients and colleagues, manage multiple priorities, collaborate with team members, and build trusting long-term relationships through professionalism, reliability, and a client-first mindset.

Development includes a four-week live virtual Client Relationship Specialist University (CRSU), followed by hands-on in-branch training and mentorship. The role provides a foundation for career growth, with opportunities to explore paths aligned to individual strengths. Compensation includes base pay as well as 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 requests accurately while following established processes.
• Ability to prioritize and organize work to meet deadlines and ensure timely follow-up.
• Active listening and clear, accurate communication skills.
• Ability to build collaborative relationships and partner effectively with internal teams.
• Adaptability in a fast-paced environment with changing priorities, needs, and processes.
• Openness to feedback and willingness to learn and grow.

Nice To Haves

• Mandarin written and oral communication skills.

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 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.
• Organize tasks, client requests, and follow-ups to support timely and consistent execution.
• Identify discrepancies or issues early and ensure high-quality, error-free work.
• Ask thoughtful questions, confirm understanding, and adapt communication to ensure alignment.
• Remain flexible and solution-oriented as priorities, client needs, and processes change.
• Apply feedback to improve performance and adopt new approaches or skills.

Benefits

• Performance-related bonus and incentive opportunities.
• Four-week live virtual Client Relationship Specialist University training, followed by in-branch training and mentorship.
• Coaching, learning opportunities, and support for required licensing aligned with career goals.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed