Specialist, Estate Services - Relationship Specialist

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

As an Estates Relationship Specialist, you own and resolve estate cases end to end by reviewing and processing legal documentation, mitigating financial and legal risk, and guiding clients, attorneys, and internal partners through estate-related inquiries. You deliver accurate, empathetic, and client-focused service primarily through phone, email, and written communications while completing detailed processing work within internal systems. The role requires thorough data gathering and research, attention to detail, and sound judgment to ensure compliance with policies, procedures and regulatory requirements. You effectively manage time and workload, navigate multiple systems, collaborate closely with colleagues, and take initiative to move cases forward. Through continuous learning and openness to feedback, you contribute to high-quality outcomes for clients and ongoing improvement for the team.

You’ll deepen your expertise through comprehensive on-the-job training, learning how to interpret documentation, assess complex scenarios, and apply structured decision-making in a way that builds client confidence.

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

• 1-2 years’ experience working with estates distribution or retirement topics.
• Minimum 1 year operational experience in call center, legal or financial services including brokerage, banking, legal/paralegal, or research
• Bachelor’s degree in finance, economics, business administration, or related area (will consider relevant work experience)

Preferred Qualifications: 

• Ability to learn, apply and retain new information and skills with an emphasis on understanding state regulations and limits
• Ability to communicate clearly and effectively with clients and internal partners by actively listening, asking thoughtful questions, and conveying information in a way that supports understanding
• Follows established processes and workflows to ensure thoroughness while tracking open items and following through on commitments made to clients
• Comfort with running multiple programs on dual monitors while remaining organized and efficient. Familiarity with technical programs/systems and ability to learn and adjust to new systems
• Identifies the information needed to clarify a client’s issue, asks clear and thoughtful questions to gather accurate details, confirms understanding, and uses the information collected to determine appropriate next steps or resolutions
• Desire for continuous improvement and openness to feedback and coaching
• Active Series 7 & 63 licenses

In addition to the salary range, this role is also eligible for bonus or incentive opportunities