Client Relationship Specialist - Pleasanton, CA

Charles Schwab Inc. • Pleasanton, CA

3d • $36 - $48

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 is an entry point into financial services, with hands-on client interaction, exposure to wealth management services, and opportunities for career growth. You help clients feel heard, supported, and confident in their relationship with Schwab. Schwab provides resources, coaching, learning opportunities, and support for required licensing aligned with your goals.

The role begins 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. The position also offers career pathing and performance-based bonus and incentive opportunities in addition to base pay.

Requirements

• At least 1 year of client-facing or customer service experience.
• Complete requests and tasks accurately while following established processes and prioritizing work to meet deadlines.
• Organize tasks, client requests, and follow-ups to ensure timely and consistent execution.
• Produce high-quality, error-free work and identify discrepancies or issues early.
• Listen carefully to understand client needs and respond with clear, accurate communication.
• Ask thoughtful questions, confirm understanding, and adapt communication style to ensure alignment.
• Partner effectively with internal teams and build trust through professionalism, responsiveness, and reliability.
• Adapt to changing priorities, client needs, and processes in a fast-paced environment; remain flexible and solution-oriented in new or complex situations.
• Be open to feedback and apply it to improve performance; demonstrate 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 with care.
• 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 and maintain 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.

Benefits

• Four-week live virtual Client Relationship Specialist University (CRSU) training program.
• In-branch hands-on training and mentorship from managers, peers, and dedicated mentors.
• Resources, coaching, and learning opportunities, including support for required licensing aligned with career goals.
• Career pathing and opportunities to explore paths aligned with individual strengths.
• Performance-based 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