Client Relationship Specialist- Ultra High Net Worth- Westlake, TX

Your Opportunity

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

Position Type: Regular

About the Ultra High Net Worth Team

Schwab's Ultra High Net Worth team is part of the broader Investor Services Organization. The group provides advice and counsel to individuals and families regarding wealth management needs, including retirement planning, education, investment management, estate and tax planning, active investing, managed banking, and lending requirements.

Your Role

As a Client Relationship Specialist (CRS) for Ultra High Net Worth, you will bring a passion for customer service to a role that supports growth within the financial services industry. You will play a pivotal role in the operational success of the Wealth Services Schwab branches, working under the guidance of the Client Relationship Manager to deliver an exceptional client experience. Your work will focus on maintaining service levels, addressing client escalations, and delivering resolutions that satisfy client, branch, and company needs. Building strong, personal relationships with clients is central to our business strategy. There is a clear growth path and ample opportunities to deepen your expertise.

Licensing

Licensing requirements for this role are not mandatory, but the Series 7 and 63 licenses are highly preferred and recommended for the Ultra High Net Worth team. Schwab will support you in achieving the Series 7 and 63/66 licenses to support your career development within Schwab.

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 by delivering unparalleled value, excellent service and providing a positive client experience.

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 Preferred qualifications: Active and valid FINRA Series 7 and 63 licenses

Essential skills

• 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

What’s in it for you

At Schwab, you are empowered to shape your future. Growth is supported through meaningful work, continuous learning, and a culture of trust and collaboration, enabling you to develop skills that create a lasting impact.

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and a 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Location

Westlake, TX 76262