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Charles Schwab

Client Relationship Specialist - Upland, CA

Upland, CA, United States

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Job details

Experience: 1+ years of client-facing or customer service experience
Posting language: English
Posted: Oct 31, 2026

Original job description

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 escalate 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.

Why you’re set up for success

Schwab Training & Development

Start with Client Relationship Specialist University (CRSU) a four-week, live

virtual training program designed to set you up for success.

After CRSU, your development continues in-branch through hands-on training and

mentorship, with support from your manager, peers, and dedicated mentors.

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.

What you have

The expertise you bring:

1+ years of client-facing or customer service experience

The skills you bring:

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.

What’s in it for you

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 (https://www.schwabjobs.com/summary-of-benefits) 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

What’s in it for you:

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

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More about this job

Skills

CRS
Coaching
Documentation
Attention to detail
Active listening
Meet deadlines
Customer service
Prioritization
Communication skills
Adaptability

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