✦ Luna Orbit — Sales & Business Development

Client Relationship Specialist - Pittsburgh (Downtown), PA

at Charles Schwab

Unknown Posted April 16, 2026
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Position Details

Type Full-Time
Experience entry
Exp. Years Not specified
Education Not specified
Category Sales & Business Development

About this role

As a Client Relationship Specialist (CRS), you support the operational success of a Schwab branch while delivering an exceptional client experience. You work under the guidance of the Client Relationship Manager and Branch Manager and help drive development and growth in the local branch network.

Key Responsibilities

  • Support operational success of the local Schwab branch
  • Assist Client Relationship Manager and Branch Manager
  • Deliver an exceptional client experience
  • Help deepen internal and external client relationships
  • Develop and grow in the financial services industry

Technical Overview

Role is focused on client services and branch operations. Licensing for Series 7 and Series 63/66 is supported by Schwab if needed; no specific software tools are named.

Ideal Candidate

The ideal candidate is a customer-service focused professional who can support Schwab branch operations as a Client Relationship Specialist (CRS). They are comfortable assisting the Client Relationship Manager and Branch Manager to deliver an exceptional client experience and are willing to become licensed for Series 7 and Series 63/66 if aligned to career goals.

Must-Have Skills

Customer serviceClient experienceOperational success supportPassion for customer serviceSupport Client Relationship Manager and Branch Manager

Required Skills

Client Relationship Specialist (CRS)Customer serviceClient experienceOperational successBranch Manager supportClient Relationship Manager supportLicensingSeries 7Series 63Series 66

Hard Skills

Client Relationship Specialist (CRS)Customer serviceClient experience deliveryOperational success in a local Schwab branchClient Relationship Manager supportBranch Manager supportSalesforce? Not specifiedSeries 7Series 63Series 66Licensing (Series 7 and 63/66)

Soft Skills

Customer serviceClient relationship buildingGrowth mindsetCommunicationTeamworkProblem-solvingMentorshipProfessional development

Certifications

Preferred

Series 7Series 63Series 66

Industry & Role

Industry Banking
Job Function Provide customer-facing client relationship support that helps ensure local branch operational success.
Role Subtype Customer Service Rep

Keywords for Your Resume

Client Relationship SpecialistClient Relationship Specialist (CRS)CRSClient Relationship ManagerBranch Managercustomer serviceclient experienceoperational successlocal Schwab branchbranch networkSeries 7Series 63/66Series 63Series 66licensingfinancial services industryclient escalationsdevelopment and growth

Deal Breakers

Must be able/willing to become licensed in the Series 7 and 63/66 if aligned with career goals

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