Client Relationship Specialist - Plano, TX

Charles Schwab • Plano, TX • 2h ago

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.

What you have

Required Qualifications:

1+yearsof 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 63/66licenses

Ability to handleclient needs with tact anddiplomacy

Outstanding written and oral communication skills

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

Ability to build and maintain good cross-enterprise workingrelationships

Basic understanding of brokerage regulations and rules that govern clientaccounts

May be asked to become aNotary

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:

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

What's in it for you:

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

Similar Jobs

Customer Success Account Mgmt M5

Microsoft Corporation • Irving, TX • 1h ago

Management & Administrative

Overview At Small Medium Enterprises and Channel (SME&C), we are leading a high-growth, AI-powered global sales team-one that is deeply connected to our partners and driven by customer success. By uniting our Small M...

1h ago

Go to Apply

Digital Account Executive

Microsoft Corporation • Dallas, TX • 1h ago

Sales & Marketing

Overview As Digital Account Executive , you build and maintain customer engagements with a focus on timelines and quality of customer contact. Works to identify contacts in new accounts and builds customer engagement. Co...

1h ago

Go to Apply

Sr. AML and Account Compliance Program Manager, Americas Account Compliance

Amazon • Dallas, TX • 2h ago

Management & Administrative

Description Application deadline: Feb 11, 2026 The goal of the Americas Account Compliance team is to implement effective controls to ensure regulatory compliance while continuously improving the customer experience. We...

2h ago

Go to Apply

Customer Support Specialist (Customer Support Management)

The Boeing Company • Dallas, TX • 2h ago

Management & Administrative

Job Description At Boeing, we innovate and collaborate to make the world a better place. We're committed to fostering an environment for every teammate that's welcoming, respectful and inclusive, with great opportunity f...

2h ago

Go to Apply

Sr. Manager, Program Finance

L3Harris • Plano, TX • 2h ago

Finance, Accounting & Banking

L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do. Our employees are unified in a shared dedication to our customers' mission and quest for professional growt...

2h ago

Go to Apply

Customer Support Specialist (Customer Support Management)

The Boeing Company • Dallas, TX • 2h ago

Management & Administrative

2h ago

Go to Apply

Apps Development Technology Lead Analyst - Vice President

Citigroup • Irving, TX • 5h ago

Management & Administrative

The position is within Investment Banking/Corporate Banking Technology and we are seeking a Technical Lead with strong hands-on experience in developing server-side components in Java. Candidate must have experience in d...

5h ago

Go to Apply

Public Sector Account Manager

MSC Industrial Supply Co. • Dallas, TX • 5h ago

Management & Administrative

BUILD A BETTER CAREER WITH MSC Serving customers and our community starts with the best people doing their best work. That is precisely what we have created at MSC Industrial Supply Co. We are a leading North American di...

5h ago

Go to Apply

Landscape Designer (5+ Years of Professional Experience)

SWA Group • Dallas, TX • 6h ago

Manufacturing & Warehouse

SWA DALLAS OFFICE SEEKS EXPERIENCED LANDSCAPE DESIGNER (5+ YEARS OF PROFESSIONAL EXPERIENCE) Experience in Design, Project Management, and Construction Documentation Required SWA Group's Dallas studio is seeking a talent...

6h ago

Go to Apply

Diversified Industries - Payments Sales Manager - Vice President

JPMorgan Chase • Plano, TX • 7h ago

Management & Administrative

Join the Commercial and Investment Bank (CIB) Payments Sales team! As a key leader on the team, you will drive the end-to-end client experience. As a Payments Sales Manager (PSM) within the Diversified Industries team, y...

7h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.