Client Relationship Specialist – Financial Solutions Branch

Position Type: Regular
Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

The Financial Solutions Branch (FSB) is a segment of the Workplace & Centralized Solutions (WCS) organization within Retail Experience & Specialized Relationships of Investor Services. FSB engages Mass Affluent clients ($500K-$1M) through dedicated relationships, provides a full wealth management experience, and introduces clients to additional Schwab services as their needs evolve.

As a Client Relationship Specialist (CRS), you will pursue this mission through demonstrating the ability to consistently handle service levels, client escalations and providing a resolution that meets the needs/wants of the client, FSB, and the company.

This position will require 4 days (Monday through Thursday) in the office for the first 6 months. Upon successful completion of the probationary period, it will shift to follow the standard Schwab Workplace Flexibility program.

We believe that our values have helped us to build both a successful business model and an extraordinary work environment. We value teamwork, integrity, service, open communication, and perseverance.

Building strong, personal relationships with our clients is a key component of our business strategy.

• Delivering unparalleled value, excellent service and providing a positive client experience
• Managing a case queue which include service & research requests that range from simple to complex with varying urgency levels
• Firm understanding of regulatory and compliance policies associated with brokerage business and risk mitigation in day-to-day job function
• Collaborating with other Client Relationship Specialists to support the goals of the enterprise
• Scheduling clients with a consultant for further consultation
• Uncovering additional business development opportunities through various avenues
• Researching and resolving operational inefficiencies, and identifying areas of improvement that will assist our group in reaching team objectives
• Utilizing business partners and resources to drive scale within our business model
• Handling client escalations and issues with tact and diplomacy

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

• Ability to adapt to changes in the market and business
• Strong written and oral communication skills in addition to attention to detail
• Robust communication, influencing and client engagement skills
• Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
• Building and fostering good cross enterprise working relationships
• Ability to manage multiple client situations, needs, and inquiries simultaneously, and prioritize accordingly
• Effective time management skills, with the ability to prioritize issues and invest time where appropriate

• Understanding of the financial services industry and securities industry
• 2 years in a client service capacity

• Active and valid FINRA Series 7 and 63 licenses

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

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.

• 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