Client Relationship Specialist - Biltmore-Phoenix AZ
Phoenix, Arizona, United States · On-site
$24/hr–$35/hr
Entry level$18B raised
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Skills: Client relationship management, Customer service, Attention to detail, Active listening, Communication
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Bilingual Retail Sales and Customer Service Associate in Phoenix
Phoenix, Arizona, United States · On-site
Entry level$800M raised
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Client Relationship Specialist - Biltmore-Phoenix AZ
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$24/hr–$35/hr
Full-time
Training and development, Mentorship, Bonus opportunities, Incentive opportunities
Posted 1d ago
Apply by Aug 10
~40 hrs/week
Responsibilities
The Client Relationship Specialist delivers a personalized, high-quality client experience while supporting daily branch operations and account servicing. They are responsible for building trust, managing client requests with accuracy, and collaborating with internal teams to ensure operational excellence.
Requirements
Candidates must have at least one year of client-facing or customer service experience. Strong attention to detail, active listening skills, and the ability to adapt to changing priorities are essential for success in this role.
Full 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.
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good.
Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us.
Social Media Disclosures: https://www.aboutschwab.com/social-media
(#0424-TM8W)
Offices: 3000 Schwab Way, Westlake, Texas 76262, US · 211 Main St, San Francisco, CA 94105, US · 9899 Schwab Way, Lone Tree, CO 80124, US · 2423 E Lincoln Dr, Phoenix, Arizona 85016, US · 200 S 108th Ave, Omaha, Nebraska 68154, US
BrokerageBankingFinancial ConsultingFinancial Products and ServicesPortfolio ManagementAdvisor ServicesRetirement Plan ServicesSpecialty Brokerage Servicesand Mutual Fund Clearing ServicesFinance
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