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.   

Our Ultra High Net Worth team is apart 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)- Ultra High Net Worth, you will 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 (Series 7 and 63 licenses) are not a required qualification for the CRS role, it is highly preferred and will be recommended for the Ultra High Net Worth team. Schwab will support you to achieve the Series 7 and 63/66, licenses to support you in your grow with Schwab career path goals. 

What you have

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

Required Qualifications: 

• Must have 2+ years of Client/Customer Service experience  
• Must have previous experience in Banking, Financial Services, Wealth Management, and or Securities industry

Highly Preffered qualifications: 

• Active and valid FINRA Series 7 and 63 licenses

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 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
• Demonstrated experience handling client concerns and issues with tact and diplomacy
• Outstanding written and oral communication skills
• Effective time management skills, with the ability to prioritize issues and invest time where appropriate
• Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
• Build and maintain good cross enterprise working relationships

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