Client Relationship Specialist - Southpointe, PA

Charles Schwab Corporation • Canonsburg, PA

4d • Onsite

About The Position

The Client Relationship Specialist (CRS) delivers a personalized, high-quality client experience while supporting the operational success of the Southpointe, Pennsylvania branch. The role involves client interaction, exposure to wealth management services, and supporting account servicing and other branch operations. It is described as an entry point into financial services with opportunities for career growth and support for licensing aligned with the employee’s goals.

The CRS helps clients feel heard, supported, and confident in their relationship with Schwab. The position includes a four-week live virtual Client Relationship Specialist University training program, followed by in-branch training and mentorship. Development is supported by managers, peers, and dedicated mentors.

Requirements

• At least 1 year of client-facing or customer service experience.
• Strong attention to detail and ability to complete work accurately while following established processes.
• Ability to prioritize and organize tasks, client requests, and follow-ups to meet deadlines.
• Active listening skills and clear, accurate communication.
• Ability to build collaborative relationships with clients, colleagues, and internal teams.
• 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 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 and prioritizing work.
• 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.
• Apply feedback to improve performance and remain willing to learn and adopt new skills or approaches.

Benefits

• Four-week live virtual Client Relationship Specialist University training program.
• In-branch hands-on training and mentorship from managers, peers, and dedicated mentors.
• Support for required licensing aligned to career goals.
• Career development and opportunities to explore different career paths.
• Bonus and incentive opportunities tied to performance.

What This Job Offers

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