Client Relationship Specialist - South Charlotte, NC

Your opportunity

At Schwab, you’re empowered to make a meaningful impact—for clients and for your career.
As a Client Relationship Specialist (CRS), you play a vital role in delivering a personalized,
high-quality client experience while supporting the operational success of the branch. This
role is an excellent entry point into the financial services industry, offering hands-on client
interaction, exposure to wealth management services, and a clear path for growth.

In this role, you will ensure clients feel heard, supported, and confident in their relationship
with Schwab. Development is central to this role, and Schwab provides the resources,
coaching, and learning opportunities to help you build skills and expand your career—
including support for required licensing aligned to your goals.

• 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 with strong attention to detail.
• Communicate effectively with clients and colleagues, adapting to different styles and
  needs.
• Use active listening to understand priorities and elevate issues when needed.
• Manage multiple tasks and priorities to meet deadlines and maintain 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.

• Schwab Training & Development

  Start with Client Relationship Specialist University (CRSU) a four-week, live virtual training program designed to set you up for success.

• Career Pathing

  The CRS role provides a strong foundation for growth. Schwab’s "choose your own adventure" approach empowers you to explore paths aligned to your strengths.

• Competitive Compensation

  In addition to base pay, this role offers bonus and incentive opportunities tied to performance.

• 1+ years of client-facing or customer service experience
• Attention to Detail

  Complete requests and tasks accurately while following established processes, while
  effectively prioritizing work to meet deadlines

  Maintain strong organization of tasks, client requests, and follow-ups to ensure timely
  and consistent execution

  Ensure high-quality, error-free work and identify discrepancies or issues early

• Active Listening

  Listen carefully to understand client needs and respond with clarity and accurate
  communication

  Ask thoughtful questions, confirm understanding, and adapt communication style to
  ensure alignment

• Building Collaborative Relationships

  Partner effectively with internal teams to deliver seamless client experiences

  Build trust through professionalism, responsiveness, and reliability

• Adaptability

  Adjust to changing priorities, client needs, and processes in a fast-paced environment

  Remain flexible and solution-oriented when navigating new or complex situations

• Coachability

  Demonstrate openness to feedback and apply it to improve performance

  Show a willingness to learn, grow, and adopt new approaches or skills

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance