Client Relationship Specialist

Philadelphia, PA

Requisition ID

2026-122408

Category

Retail Branch

Position type

Regular

Pay range

USD $26.92 - $38.56 / Hour

Application deadline

2026-06-04

Your opportunity

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

As a Client Relationship Specialist (CRS), youhave the opportunity tobring your passion for customer service to a role and a firm that will champion your growth in the financial services industry.You’ll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliveran unparalleledclient experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn’t required for the role, Schwab will support you to become licensed inthe Series7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.

What you have

Required Qualifications

• 1+yearsof Client/Customer Service experience

Preferred Qualifications

• Previousexperience in Financial Services/Wealth Management and/or closely related industry.
• While licensing is preferred, it is notrequiredfor this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
• Ability to handleclient needs with tact and diplomacy
• Outstanding written and oral communication skills
• Experienceworkingindependently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
• Ability to build andmaintaingood cross-enterprise working relationships
• Basic understanding of brokerage regulations and rules that govern client accounts
• May be asked to become a Notary

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

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Eligible Schwabbies receive

• Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

• Sabbatical leave available after five years of employment