Client Relationship Specialist- Phoenix, AZ (Schwab Peak)

Position Type: Regular Your opportunity The Financial Solutions Branch (FSB) is a segment of the Workplace & Centralized Solutions (WCS) organization within Retail Experience & Specialized Relationships of Investor Services. FSB engages Mass Affluent clients ($500K-$1M) through dedicated relationships, provides a full wealth management experience, and introduces clients to additional Schwab services as their needs evolve. As a Client Relationship Specialist (CRS), you will pursue this mission through demonstrating the ability to consistently handle service levels, client escalations and providing a resolution that meets the needs/wants of the client, FSB, and the company. This position will require 4 days (Monday through Thursday) in the office for the first 6 months. Upon successful completion of the probationary period, it will shift to follow the standard Schwab Workplace Flexibility program. We believe that our values have helped us to build both a successful business model and an extraordinary work environment. We value teamwork, integrity, service, open communication, and perseverance. What you are good at: Building strong, personal relationships with our clients is a key component of our business strategy. Our Client Relationship Specialist will pursue this mission through: * Delivering unparalleled value, excellent service and providing a positive client experience * Managing a case queue which include service & research requests that range from simple to complex with varying urgency levels * Firm understanding of regulatory and compliance policies associated with brokerage business and risk mitigation in day-to-day job function * Collaborating with other Client Relationship Specialists to support the goals of the enterprise * Scheduling clients with a consultant for further consultation * Uncovering additional business development opportunities through various avenues * Researching and resolving operational inefficiencies, and identifying areas of improvement that will assist our group in reaching team objectives * Utilizing business partners and resources to drive scale within our business model * Handling client escalations and issues with tact and diplomacy What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: * Ability to adapt to changes in the market and business * Strong professional written and oral communication skills in addition to attention to detail * Robust communication, influencing and client engagement skills * Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously * Building and fostering good cross enterprise working relationships * Ability to manage multiple client situations, needs, and inquiries simultaneously, and prioritize accordingly * Effective time management skills, with the ability to prioritize issues and invest time where appropriate Required Qualifications: * Understanding of the financial services industry and securities industry * 2 years in a client service capacity Preferred Qualifications * Active and valid FINRA Series 7 and 63 licenses 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. We offer a competitive benefits package (/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

Location: Tempe, Arizona, US

Posted Date: 8/30/2025