Client Relationship Specialist - Troy, MI

Charles Schwab Inc. • Troy, MI

3d • $22 - $42

About The Position

As a Client Relationship Specialist (CRS) at Schwab, you deliver personalized, high-quality client experiences while supporting the operational success of the branch. You help clients feel heard, supported, and confident in their relationship with Schwab by understanding their needs and resolving requests with accuracy and care. The role offers hands-on client interaction and exposure to wealth management services, and is described as an entry point into the financial services industry with opportunities for career growth. Schwab provides resources, coaching, learning opportunities, and support for required licensing aligned with your goals.

You also support daily branch operations, including account servicing, documentation, and follow-up. You work with clients and colleagues, manage competing tasks and deadlines, escalate issues when needed, and collaborate with branch team members to support client engagement and operational excellence.

New hires begin with Client Relationship Specialist University (CRSU), a four-week live virtual training program. Afterward, development continues in the branch through hands-on training and mentorship from managers, peers, and dedicated mentors. The role includes base pay and performance-related bonus and incentive opportunities.

Requirements

• At least 1 year of client-facing or customer service experience.
• Attention to detail, accuracy, organization, and the ability to prioritize work and meet deadlines.
• Ability to maintain organized task, client-request, and follow-up records and identify discrepancies or issues early.
• Active listening skills, including asking thoughtful questions, confirming understanding, and adapting communication style.
• Ability to build collaborative relationships and partner effectively with internal teams.
• Adaptability to changing priorities, client needs, and processes in a fast-paced environment.
• 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.

Benefits

• Training and development through a four-week live virtual Client Relationship Specialist University program, followed by in-branch training and mentorship.
• Support for required licensing aligned with the employee's goals.
• Career pathing and opportunities to explore growth paths.
• Performance-related 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