Sr Client Relationship Specialist- Westlake, TX

Your opportunity

Position Type: Regular

In addition to the base salary range, this role is eligible for bonus or incentive opportunities. This position is on-site in Westlake, TX 76262.

At Schwab, you are empowered to make an impact on your career. Innovative thinking meets practical problem solving to 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 providing 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.

What you have

• Ability to consistently handle client complaints and deliver resolutions that meet the needs of the client, the team, and the company.
• Deepening ongoing internal and external business partner relationships.
• Consistently demonstrating initiative, workplace engagement and leadership.
• Delivering self-directed, unparalleled value and outstanding client service.
• Assisting the Branch Manager and sales/support staff with meeting client needs.
• Successfully navigating through highly complex operational issues.
• Highly successful at diffusing negative client situations.
• We are seeking people with a passion for helping clients.

Your responsibilities

• Implementing, training and supporting new processes adopted by the firm.
• Partnering with internal and external business partners to prepare for a branch audit.
• Assisting the branch team with managing client events.
• Serving as a product and service subject matter expert.
• Receiving checks, security deposits, check disbursements and new account processing.
• Actively uncovering additional business development opportunities.
• Scheduling clients with a Wealth Consultant for further consultation.

We believe that our values have helped us build a successful business model and an outstanding work environment. We value teamwork, integrity, service, open communication, and perseverance. If you want to be part of a firm that truly values your contributions, consider a career at Charles Schwab. We place a premium on high performance, quality service and the ability to execute the Schwab strategy.

Preferred Qualifications

• Bachelor's degree or equivalent work related experience

Required Qualifications

• Active and valid Series 7 and 63 licenses
• Active and valid Series 9/10 licenses
• Minimum of 2 years in a client service capacity
• Understanding of the financial services industry and/or securities industry
• 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
• Ability to build and maintain good cross-enterprise working relationships

What’s in it for you

At Schwab, you are empowered to shape your future. We support your growth through meaningful work, ongoing learning, and a culture of trust and collaboration to help you develop the skills that create a lasting impact.

We offer a comprehensive benefits package that supports your well-being today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 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