Client Service Support Rep

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. role is an excellent entry point into the financial services industry, offering hands‑on client
In this role, you will ensure clients feel heard, supported, and confident in their relationship
coaching, and learning opportunities to help you build skills and expand your career—
including support for required licensing aligned to your goals.

Support daily branch operations, including account servicing, documentation, and
Manage multiple tasks and priorities to meet deadlines and maintain quality.

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.

The CRS role provides a strong foundation for growth. In addition to base pay, this role offers bonus and incentive opportunities tied to
performance.

1+ years of client‑facing or customer service experience

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

Building Collaborative Relationships
Remain flexible and solution‑oriented when navigating new or complex situations

Demonstrate openness to feedback and apply it to improve performance.

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

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