Client Relationship Specialist- Santa Rosa, CA

Client Relationship Specialist

• Santa Rosa, CA Charles Schwab
• 3.9 Santa Rosa, CA Job Details $26.92
• $44.

38 an hour 1 day ago Benefits Paid parental leave Employee stock purchase plan Health insurance Dental insurance 401(k) Tuition reimbursement Adoption assistance Parental leave Vision insurance 401(k) matching Sabbatical Qualifications Customer service Full Job Description Santa Rosa, CA Requisition

ID 2026-121762

Category Retail Branch Position type Regular Pay range USD $26.92

• $44.

38 / Hour Application deadline 2026-05-16 Your opportunity 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'llplay 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 willassistto 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 yourexpertise. Although licensingisn'trequiredfor 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 In addition to the salary range, this role is also eligible forbonusor 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

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Facebook LinkedIn X Email 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