Client Relationship Specialist- Mission Viejo, CA

Position Type : Regular

Your opportunity

As a Client Relationship Specialist (CRS), you have the opportunity to bring 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 deliver an unparalleled client 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 in the Series 7 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.

Required Qualifications :

year

of Client / Customer Service experience

Preferred Qualifications :

Previous

experience in Financial Services / Wealth Management and / or closely related industry.

While licensing is preferred, it is not

required

for this role, Charles Schwab will support employees in this role in obtaining and / or holding the Series 7 and 63 / 66

licenses

Ability to handle

client needs with tact and

diplomacy

Outstanding written and oral communication skills

Experience

work

ing

independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously

Ability to build and

maintain

good cross-enterprise working

relationships

Basic understanding of brokerage regulations and rules that govern client

accounts

May be asked to become a

Notary

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

What you have

Required Qualifications :

year

of Client / Customer Service experience

Preferred Qualifications :

Previous

experience in Financial Services / Wealth Management and / or closely related industry.

While licensing is preferred, it is not

required

for this role, Charles Schwab will support employees in this role in obtaining and / or holding the Series 7 and 63 / 66

licenses

Ability to handle

client needs with tact and

diplomacy

Outstanding written and oral communication skills

Experience

work

ing

independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously

Ability to build and

maintain

good cross-enterprise working

relationships

Basic understanding of brokerage regulations and rules that govern client

accounts

May be asked to become a

Notary

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

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 :