Client Relationship Specialist- Ultra High Net Worth
Job Description
Position Type
Regular
Location
Orlando, FL 32802
Your Opportunity
This role provides a base salary range with eligibility for bonus or incentive opportunities. We value in-office collaboration and expect the selected candidate to work on site in Orlando, FL.
At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Our Ultra High Net Worth team is part of the broader Investor Services Organization and focuses on delivering advice and counsel to individuals and families with wealth management 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 bring your passion for customer service to a role and firm that supports your growth in the financial services industry. You’ll play a pivotal role in the operational success of Schwab Wealth Services branches. Under the guidance of your Client Relationship Manager, you will help deliver an unparalleled client experience. You will pursue this mission by consistently managing service levels, client escalations, and providing resolutions that meet the needs of the client, Wealth Services Branches, and the company. Building strong, personal relationships with clients is a key component of our business strategy.
Development and growth are central to this role, offering a clear growth path and numerous opportunities to deepen your expertise. If you’re seeking a stepping stone into the financial services industry that enables you to work with clients, expand your knowledge, and build a lifelong career, this may be the opportunity for you.
While licensing (Series 7 and 63) is not required for the CRS role, it is highly preferred and recommended for the Ultra High Net Worth team. Schwab will support you in obtaining the Series 7 and 63/66 licenses to advance your Schwab career path goals.
What you have
We value the ability to build strong, personal relationships with clients as a central element of our business strategy.
What you are good at
Our Client Relationship Specialist will pursue this mission by delivering exceptional value, outstanding service, and a positive client experience.
Required Qualifications
- 2+ years of client/customer service experience
- Previous experience in Banking, Financial Services, Wealth Management, and/or Securities industry
Highly Preferred Qualifications
Active and valid FINRA Series 7 and 63 licenses
Essential Skills
- Adaptability to changes in the market and business environment
- Strong written and oral communication with attention to detail
- Effective communication, influence, and client engagement abilities
- Ability to work independently and as part of a team while handling multiple tasks
- Skill in building and maintaining cross-enterprise relationships
- Capability to manage multiple client situations, needs, and inquiries simultaneously and prioritize accordingly
- Experience addressing client concerns with tact and diplomacy
- Outstanding written and oral communication skills
- Effective time management and the ability to prioritize issues appropriately
What’s in it for you
At Schwab, you’re empowered to shape