Client Relationship Specialist - Portland, OR (Slabtown)

Position Type: Regular

Your opportunity At Schwab, youre empowered to make a meaningful impactfor 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 careerincluding 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 youre 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.