Client Relationship Specialist - New York, NY (Grand Central)

Charles Schwab Inc. • New York, NY

4d • $61,100 - $87,500

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, with hands-on client interaction and exposure to wealth management services. Schwab provides resources, coaching, learning opportunities, and support for required licensing aligned with the employee’s goals.

The CRS helps clients feel heard, supported, and confident in their relationship with Schwab. The role includes responding to client needs and requests, supporting branch operations, and partnering with colleagues to maintain strong client engagement and operational excellence. Development is central to the position, with a four-week live virtual Client Relationship Specialist University program followed by in-branch training and mentorship. The role provides a foundation for exploring future career paths at Schwab.

Requirements

• At least 1 year of client-facing or customer service experience.
• Strong attention to detail and ability to prioritize work and meet deadlines.
• Active listening and clear, accurate communication skills.
• Ability to build collaborative relationships and work effectively with internal teams.
• Adaptability and a solution-oriented approach in a fast-paced environment.
• Openness to feedback and willingness to learn and grow.

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.
• Adapt to changing priorities, client needs, processes, and complex situations.
• Apply feedback to improve performance and adopt new approaches or skills.

Benefits

• Four-week live virtual Client Relationship Specialist University training program.
• In-branch hands-on training and mentorship from a manager, peers, and dedicated mentors.
• Resources, coaching, and learning opportunities, including support for required licensing aligned with career goals.
• Career pathing and opportunities to explore career paths aligned with individual strengths.
• Bonus and incentive opportunities tied to performance.

What This Job Offers

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