Client Relationship Specialist - Akron, OH

Charles Schwab Inc. • Copley, OH

2d • $50,900 - $80,200

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 is an entry point into financial services, providing hands-on client interaction and exposure to wealth management services, with opportunities for career growth.

The CRS helps clients feel heard, supported, and confident in their relationship with Schwab. The position supports daily branch operations and client requests, and development is central to the role. Schwab provides training, coaching, learning opportunities, and support for required licensing aligned with the employee’s goals.

Requirements

• At least 1 year of client-facing or customer service experience.
• Attention to detail, including accurately completing requests and tasks, following established processes, prioritizing work, organizing tasks and follow-ups, producing error-free work, and identifying discrepancies or issues early.
• Active listening skills, including asking thoughtful questions, confirming understanding, and communicating clearly and accurately.
• Ability to build collaborative relationships with internal teams and establish trust through professionalism, responsiveness, and reliability.
• Adaptability to changing priorities, client needs, and processes in a fast-paced environment; remain flexible and solution-oriented in new or complex situations.
• Coachability, including 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 with accuracy and 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 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

• 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.
• Career development and opportunities to explore paths aligned with the employee’s strengths.
• Bonus and incentive opportunities tied to performance.
• Support for required licensing aligned to the employee’s goals.

What This Job Offers

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