Client Relationship Specialist- Mission Viejo, CA

Your opportunity

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.

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.

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 (https://www.schwabjobs.com/summary-of-benefits) 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 [email protected] or call 800-275-1281.