Client Relationship Specialist - San Diego, CA

Charles Schwab

San Diego, CA

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JOB DETAILS

SKILLS

Coaching, Communication Skills, Customer Experience, Customer Relations, Customer Support/Service, Dental Insurance, Detail Oriented, Documentation, Establish Priorities, Financial Services, Identify Issues, Licensing, Mentoring, Multitasking, Needs Assessment, Operational Support, Operations, Process Development, Quality Management, Stock Purchase Plans, Team Player, Time Management, Training Program Development, Vision Plan, Wealth Management

LOCATION

San Diego, CA

POSTED

5 days ago

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 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.

About the Company

Charles Schwab

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.

The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

COMPANY SIZE

1,000 to 1,499 employees

INDUSTRY

Security and Surveillance

FOUNDED

1971

WEBSITE

http://www.aboutschwab.com/careers

Client Relationship Specialist - San Diego, CA

Charles Schwab

San Diego, CA

About the Company

Charles Schwab

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