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.
