Client Relationship Specialist - Ultra High Net Worth

Your Opportunity

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).

Our Ultra High Net Worth team is part of the broader Investor Services Organization and is primarily responsible for advice and counsel to individuals and families with their wealth management financial needs, including retirement planning, education, investment management, estate and tax planning, active investing, managed banking, and lending needs.

As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You’ll play a critical role in the operational success of the Wealth Services Schwab branches, under the guidance of your Client Relationship Manager, you will assist to help deliver an unparalleled client experience. 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, Wealth Services Branches, and the company. Building strong, personal relationships with our clients is a key component of our business strategy.

Development and growth are at the core of this role. In this role, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. 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.

Although licensing isn’t required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. 

What you are good at

Building strong, personal relationships with our clients is a key component of our business strategy.

Our Client Relationship Specialists will pursue this mission through:

• Greeting our clients and prospects as they arrive at the branch  
• Delivering unparalleled value, excellent service and providing a positive client experience
• Assisting the Branch Manager and sales staff with meeting our client's needs

We are looking for people with a passion for helping clients. You will be responsible for:

• Receiving checks and or security deposits, check disbursements and new account processing
• Actively uncovering additional business development opportunities
• Scheduling clients with an Associate Financial Consultant and/or Financial Consultant for further consultation

We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value teamwork, integrity, service, open communication, and perseverance.

If you want to be apart of a firm that truly values your contributions, consider a career at Charles Schwab.

To learn more about the culture at Schwab, click here to meet our people.

What you have

Required Qualifications:

• 2+ years of Client/Customer Service experience
• Previous experience in Financial Services/Wealth Management and/or a closely related industry

Preferred Qualifications:

• While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses  
• Delivering unparalleled value, excellent service and providing a positive client experience
• Ability to handle client needs and escalations with tact and diplomacy  
• Outstanding written and oral communication skills  
• Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously  
• Effective time management skills, with the ability to prioritize issues and invest time where appropriate
• 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
• 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

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