Client Relationship Specialist - Scarsdale, NY

Charles Schwab Corporation • Scarsdale, NY

2d • Onsite

About The Position

The Client Relationship Specialist (CRS) delivers personalized, high-quality client experiences while supporting the operational success of a Schwab branch. The role involves hands-on client interaction and exposure to wealth management services, and offers an entry point into financial services with opportunities for career growth. The CRS helps clients feel heard, supported, and confident in their relationship with Schwab by understanding their needs and resolving requests accurately and thoughtfully.

The position supports daily branch operations, including account servicing, documentation, and follow-up. It requires effective communication with clients and colleagues, active listening, attention to detail, and the ability to manage competing tasks and deadlines. The CRS partners with team members to strengthen client engagement and operational excellence, building trust through professionalism, reliability, and a client-first mindset.

Schwab provides a four-week live virtual Client Relationship Specialist University (CRSU), followed by in-branch hands-on training and mentorship. Development support includes coaching, learning opportunities, and support for required licensing aligned with the employee’s goals. The role offers career-path exploration and, in addition to base pay, bonus and incentive opportunities tied to performance.

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.
• Ability to listen carefully, understand client needs, and communicate clearly and accurately.
• Ability to collaborate effectively with internal teams and build 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, 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 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.
• Identify discrepancies or issues early and maintain high-quality, error-free work.
• Ask thoughtful questions, confirm understanding, and adapt communication to align with client needs.
• Remain flexible and solution-oriented as priorities, client needs, and processes change.
• Apply feedback to improve performance 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, with support from a manager, peers, and dedicated mentors.
• Resources, coaching, and learning opportunities for career development.
• Support for required licensing aligned with career goals.
• Bonus and incentive opportunities tied to performance, in addition to base pay.
• Career-path exploration and growth opportunities.

What This Job Offers

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