Client Relationship Specialist - Bellevue WA

Your Opportunity

Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.

To read more about our client offerings visit: Charles Schwab - Investor Services

What you are good at

Building strong, personal relationships with our clients is a key component of our business strategy.

Our Client Relationship Specialists will pursue this mission through:

• Greeting our clients and prospects as they arrive at the branch  
• Delivering unparalleled value, excellent service and providing a positive client experience
• Assisting the Branch Manager and sales staff with meeting our client's needs

We are looking for people with a passion for helping clients. You will be responsible for:

• Receiving checks and or security deposits, check disbursements and new account processing
• Actively uncovering additional business development opportunities
• Scheduling clients with an Associate Financial Consultant and/or Financial Consultant for further consultation

We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value teamwork, integrity, service, open communication, and perseverance.

If you want to be apart of a firm that truly values your contributions, consider a career at Charles Schwab.

To learn more about the culture at Schwab, click here to meet our people.

What you have

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.