Sr Client Relationship Specialist- Ultra High Net Worth, TX
Your Opportunity
Our Ultra High Net Worth team is apart of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.
You can learn more about our client offerings at: Charles Schwab - Investor Services
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work related experience
Active and valid Series 7 and 63 required
Active and valid Series 9/10 is required
Notary preferred
Minimum of 2 years in a client service capacity
Understanding of the financial services industry and/or securities industry is required
Solid understanding of regulatory and compliance policies associated with brokerage business
Demonstrated experience handling client concerns and issues with tact and diplomacy
Demonstrated passion for building strong, personal relationships with our clients and the ability to uncover client needs
Ability to work 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
Outstanding written and oral communication skills
Need to be able to build and maintain good cross enterprise working relationships
Apply Now
Our Ultra High Net Worth team is apart of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.
You can learn more about our client offerings at: Charles Schwab - Investor Services
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work related experience
Active and valid Series 7 and 63 required
Active and valid Series 9/10 is required
Notary preferred
Minimum of 2 years in a client service capacity
Understanding of the financial services industry and/or securities industry is required
Solid understanding of regulatory and compliance policies associated with brokerage business
Demonstrated experience handling client concerns and issues with tact and diplomacy
Demonstrated passion for building strong, personal relationships with our clients and the ability to uncover client needs
Ability to work 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
Outstanding written and oral communication skills
Need to be able to build and maintain good cross enterprise working relationships
Apply Now