Job Overview
Employment Type
Full-time
Compensation
Hourly
Range $26.92 - $44.38
Work Schedule
Standard Hours
Benefits
401(k) with Company Match
Employee stock purchase plan
Paid Time Off
paid volunteer time
28-day sabbatical after five years
Paid parental leave
Tuition Reimbursement
Health Insurance
Dental Insurance
Vision Insurance
Job Description
Charles Schwab is a leading financial services firm committed to helping clients achieve their financial goals through comprehensive and personalized solutions. Founded with a mission to provide the highest level of customer service and innovative financial products, Charles Schwab has grown into a trusted name in the wealth management and brokerage industry. The Santa Rosa, CA branch operates as part of this esteemed network, delivering expert financial services and advice locally while maintaining the strength and resources of a national firm. The company prides itself on fostering a culture of inclusion, development, and collaboration, empowering its employees to thrive and advance their careers.
The role of a Client Relationship Specialist (CRS) at Charles Schwab offers a unique opportunity for individuals passionate about customer service to join the financial services industry in a dynamic and supportive environment. This position is structured within the branch network and reports to both the Client Relationship Manager and the Branch Manager. The CRS plays a pivotal role in driving the operational success of the branch by assisting management in delivering an unparalleled client experience, maintaining high service standards, and handling a variety of client interactions with professionalism and care.
This role is designed to support both the client and internal teams by managing client needs tactfully and diplomatically, ensuring regulatory compliance, and facilitating smooth operations within the branch. While licensing is not required to start, Charles Schwab supports CRS employees in obtaining Series 7 and 63/66 licenses to foster career growth and advancement. This commitment underscores Schwab's dedication to employee development and lifelong career building in the financial industry.
The position offers an exciting pay range of $26.92 to $44.38 per hour and is classified as a regular, full-time role. Additionally, CRS employees are eligible for bonus or incentive opportunities, reinforcing the firm’s recognition of individual contributions to branch success. The Santa Rosa branch is not only a place to work but a platform to develop new skills, collaborate with expert colleagues, and expand your professional network.
Candidates joining Charles Schwab as Client Relationship Specialists will find themselves in a role that emphasizes continuous learning, teamwork, and customer engagement. The branch environment supports balancing multiple responsibilities simultaneously, enhancing both individual performance and team outcomes. With a focus on delivering the highest standards of client service and operational excellence, the CRS role offers a clear path for career growth, including opportunities to advance into licensed financial advisory positions.
Beyond the immediate responsibilities, Charles Schwab fosters an empowering workplace where employees are encouraged to shape their futures. Schwab values meaningful work and provides ongoing learning opportunities that help employees build skills to make lasting impacts in the industry and for clients. The inclusive culture promotes trust and collaboration, making it an ideal environment for career-driven professionals eager to deepen their expertise and contribute to a respected financial institution’s success.
The role of a Client Relationship Specialist (CRS) at Charles Schwab offers a unique opportunity for individuals passionate about customer service to join the financial services industry in a dynamic and supportive environment. This position is structured within the branch network and reports to both the Client Relationship Manager and the Branch Manager. The CRS plays a pivotal role in driving the operational success of the branch by assisting management in delivering an unparalleled client experience, maintaining high service standards, and handling a variety of client interactions with professionalism and care.
This role is designed to support both the client and internal teams by managing client needs tactfully and diplomatically, ensuring regulatory compliance, and facilitating smooth operations within the branch. While licensing is not required to start, Charles Schwab supports CRS employees in obtaining Series 7 and 63/66 licenses to foster career growth and advancement. This commitment underscores Schwab's dedication to employee development and lifelong career building in the financial industry.
The position offers an exciting pay range of $26.92 to $44.38 per hour and is classified as a regular, full-time role. Additionally, CRS employees are eligible for bonus or incentive opportunities, reinforcing the firm’s recognition of individual contributions to branch success. The Santa Rosa branch is not only a place to work but a platform to develop new skills, collaborate with expert colleagues, and expand your professional network.
Candidates joining Charles Schwab as Client Relationship Specialists will find themselves in a role that emphasizes continuous learning, teamwork, and customer engagement. The branch environment supports balancing multiple responsibilities simultaneously, enhancing both individual performance and team outcomes. With a focus on delivering the highest standards of client service and operational excellence, the CRS role offers a clear path for career growth, including opportunities to advance into licensed financial advisory positions.
Beyond the immediate responsibilities, Charles Schwab fosters an empowering workplace where employees are encouraged to shape their futures. Schwab values meaningful work and provides ongoing learning opportunities that help employees build skills to make lasting impacts in the industry and for clients. The inclusive culture promotes trust and collaboration, making it an ideal environment for career-driven professionals eager to deepen their expertise and contribute to a respected financial institution’s success.
Job Requirements
- High school diploma or equivalent
- One or more years of client or customer service experience
- Ability to communicate effectively both orally and in writing
- Ability to work independently and collaboratively in a team
- Basic knowledge of financial services and brokerage regulations preferred
- Willingness to pursue Series 7 and 63/66 licenses if aligned with career goals
- Ability to manage multiple tasks and priorities efficiently
- Strong interpersonal skills to build client and internal relationships
- Must be detail-oriented and organized
Job Qualifications
- One or more years of client or customer service experience
- Previous experience in financial services or wealth management preferred
- Ability to handle client needs tactfully and diplomatically
- Outstanding written and oral communication skills
- Experience working independently and in a team environment
- Ability to handle multiple tasks simultaneously
- Basic understanding of brokerage regulations and client account rules
- Willingness to become a Notary if required
Job Duties
- Assist Client Relationship Manager and Branch Manager with daily operational tasks
- Deliver high-quality client service with tact and diplomacy
- Manage multiple client needs simultaneously
- Build and maintain effective cross-enterprise working relationships
- Understand brokerage regulations affecting client accounts
- Support client service excellence to achieve branch goals
- Potentially serve as a Notary and handle related client documentation
Job Criteria
Experience
Entry Level (1-2 years)
Job Location
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