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6 jobs found

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

Charles Schwab Westlake, TX

23d ago

$50k - $78k/yr Full time .NET Banking Charles Schwab

.NET Banking Charles Schwab

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Job Description

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

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Wealth Consultant Partner - Ultra High Net Worth- Orlando, FL

Charles Schwab Orlando, FL

1mo ago

$24 - $46/hr Full time .NET Business Development Charles Schwab

.NET Business Development Charles Schwab

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Job Description

Your opportunity

This role belongs to the Branch Network and focuses on delivering Wealth Management services to individuals and families to meet their financial objectives. Working with the Senior Wealth Consultant, the Wealth Consultant Partner helps build and oversee a high-net-worth wealth management practice. Responsibilities include servicing clients, expanding relationships, and providing guidance to practice clients supported by the Sr. Financial Consultant. The position also drives business development opportunities by partnering with the Sr. WC to pursue growth initiatives.

What you have

In addition to a base salary (range posted), this role is eligible for bonus or incentive opportunities. On-site collaboration is essential, and the selected candidate is expected to work on site in Orlando. Candidates must currently reside in Orlando, FL.

Required minimum skills and qualifications

Bachelor’s degree or equivalent work-related experience
Valid Series 7 license required
Valid Series 66 (63/65) license required (may be obtained as a condition of employment)
Notary certification (may be obtained after hire)
Minimum of 3 years of financial services experience strongly preferred
Client-focused with the ability to strengthen and retain relationships
Results-driven, self-motivated, with integrity and a strong work ethic and passion for helping clients
Demonstrated experience handling client concerns with tact and diplomacy
Strong written and verbal communication skills
Ability to manage multiple tasks simultaneously and effectively prioritize
Aptitude for identifying new relationship development opportunities
Genuine interest in staying current on market events and understanding implications for clients
Ability to uncover client needs and manage expectations effectively
Adaptability to changing environmental, economic, and client needs
Operational and/or project management experience
Strong organizational skills with attention to detail
Ability to develop and maintain cross-enterprise working relationships
Strong problem-solving skills
Advanced technical skills, with the ability to use multiple applications concurrently (Windows, web research, databases, email)
Collaborative and team-based work style
Ability to retain and apply complex information with ease
Commitment to understanding and adhering to applicable policies and procedures and applying ethical standards to all business activities
Maintain the highest ethical standards in professional conduct to avoid even the appearance of impropriety
Minimum time-in-position requirement: 2 years
Per SAFE Act requirements, all employees involved in residential loan mortgage originations must register with the NMLS registry and remain in good standing, including completing the required background check and registration

What’s in it for you

Schwab fosters an environment where you can shape your career. The organization supports your growth through meaningful work, ongoing learning, and a culture rooted in trust and collaboration, enabling you to build lasting impact.

We offer a competitive benefits package designed to support your well-being today and in the future, including:

401(k) with company match and Employee Stock Purchase Plan
Paid time off 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: Orlando, FL 32802

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Client Relationship Specialist- Ultra High Net Worth

Charles Schwab Orlando, FL

1mo ago

$50k - $75k/yr Full time .NET Charles Schwab Client

.NET Charles Schwab Client

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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

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Senior Institutional Wealth Consultant-Ultra High Net Worth

Charles Schwab New York, NY

1mo ago

$225k - $335k/yr Full time Senior .NET Compliance

Senior .NET Compliance

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Job Description

Position Type: Regular

Your opportunity

This role includes a base salary with a posted range and eligibility for bonus or incentive opportunities. Schwab emphasizes on-site collaboration, and the selected candidate is expected to work on-site to support a collaborative environment.

Charles Schwab is expanding its Institutional and Organizational client capabilities. As the Senior Institutional Wealth Consultant, you will act as the strategic relationship manager for some of our largest and most intricate client entities, spanning nonprofits and foundations to operating companies and sophisticated organizational structures. You will deliver tailored guidance, coordinate specialized resources across the firm, and ensure these clients receive a seamless, high-touch, institutional-grade experience aligned to their mission, governance framework, and long-term financial objectives.

Manage a focused practice of high-value Institutional and Organizational clients (e.g., nonprofits, foundations, endowments, operating companies, small businesses), delivering strategic guidance tailored to governance structures, investment policy statements (IPS), liquidity needs, and related considerations
Retain and expand institutional relationships by driving net asset inflows, increasing share of wallet, elevating client satisfaction, and proactively identifying opportunities for consolidation
Serve as the primary relationship lead, coordinating planning, investing, operational support, and specialty services across Schwab to deliver a consistently high-touch, institutional-grade experience
Collaborate with specialists in fixed income, alternatives, corporate cash management, and institutional trading to provide holistic solutions for the complex needs of institutional clients
Engage boards, investment committees, and senior executives by preparing and presenting sophisticated materials (portfolio reviews, policy updates, risk analyses, liquidity evaluations) that support decision-making, transparency, and oversight
Proactively identify and cultivate new institutional opportunities, leveraging centers of influence, industry networks, and existing client relationships to expand Schwab’s presence
Navigate complex operational and structural requirements across investment policy adherence, compliance considerations, multi-signer processes, and reporting expectations, partnering closely with onboarding, compliance, and operations

What you are good at

Wealth management and investment product expertise across equities, fixed income, mutual funds, liquidity management, charitable gifting transaction support, and insurance/annuity structures
Ability to listen to institutional needs and translate them into actions aligned with long-term strategic, financial, and mission-driven goals
Good judgment in selecting methods and approaches to deliver appropriate solutions for institutional clients
Understands organizational trigger events (e.g., leadership changes, budget cycles, capital projects, policy updates, liquidity shifts) and proactively uses these moments to deepen engagement, deliver timely solutions, and strengthen asset retention and consolidation
Passion for helping institutional clients plan for their financial goals and objectives
Adheres to all relevant risk, supervision, and controls requirements to uphold Schwab’s governance, compliance, and policy adherence
Ability to adjust communication style to best engage with others and help them succeed
Demonstrates and fosters collaboration and teamwork cross-functionally and within the team
Displays personal resilience and a commitment to continual learning
Maintains a positive, focused attitude during times of pressure

Location

New York, NY 10012

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Senior Institutional Wealth Consultant-Ultra High Net Worth

Charles Schwab San Francisco, CA

1mo ago

$225k - $335k/yr Full time Senior .NET Compliance

Senior .NET Compliance

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Job Description

Position Details

Position Type: Regular

Location: San Francisco, CA 94102

Compensation: In addition to a base salary (range posted), this role is eligible for bonus or incentive opportunities. In-office collaboration is preferred and the selected candidate is expected to work on site.

Your opportunity

Charles Schwab is expanding its Institutional and Organizational client capabilities. In the role of Senior Institutional Wealth Consultant, you will act as the strategic relationship manager for some of our largest and most complex client entities, spanning nonprofits and foundations to operating companies and sophisticated organizational structures.

You will provide tailored guidance, coordinate specialized resources across the firm, and ensure these clients receive a seamless, high-touch, institutional-grade experience aligned to their mission, governance model, and long-term financial objectives.

Key responsibilities include:

Manage a dedicated practice of high-value Institutional and Organizational clients (e.g., nonprofits, foundations, endowments, operating companies, small businesses), delivering strategic guidance tailored to governance structures, investment policy statements (IPS), liquidity needs, among others.
Retain and grow institutional client relationships by driving net asset flows, increasing share of wallet, enhancing client satisfaction, and proactively identifying opportunities for consolidation.
Serve as the primary relationship lead, coordinating planning, investing, operational support, and specialty services across Schwab to ensure a high-touch, institutional-grade experience.
Partner with specialists—including fixed income, alternatives, corporate cash management, and institutional trading—to deliver holistic solutions aligned to the complex needs of institutional clients.
Engage boards, investment committees, and senior executives by preparing and delivering sophisticated materials (portfolio reviews, policy updates, risk analyses, liquidity evaluations) that support decision-making, transparency, and governance oversight.
Proactively identify and cultivate new institutional opportunities, leveraging centers of influence, industry networks, and existing client relationships to expand Schwab’s presence.
Navigate complex operational and structural requirements across investment policy adherence, compliance considerations, multi-signer requirements, and reporting expectations, partnering closely with onboarding, compliance, and operations.

What you are good at

Wealth management and investment products expertise, including equities, fixed income, mutual funds, liquidity management, charitable gifting transaction support, insurance and annuity structures.
Ability to listen to and translate institutional needs into actions aligned with long-term strategic, financial, and mission-driven goals.
Good judgment in selecting methods and approaches to provide appropriate solutions for institutional clients.
Understanding of organizational “trigger events” (e.g., leadership changes, budget cycles, capital projects, policy updates, liquidity shifts) and proactive use of these moments to deepen engagement, deliver timely solutions, and strengthen asset retention and consolidation.
Passion for helping institutional clients plan for their financial goals and objectives.
Adherence to risk, supervision, controls, and Schwab’s governance, compliance, and policy standards.
Ability to adapt communication style to effectively engage with others and help them succeed.
Demonstrated collaboration and teamwork across functions and within the candidate’s own team.
Personal resilience and a commitment to continual learning; ability to stay positive and focused under pressure.

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Senior Institutional Wealth Consultant-Ultra High Net Worth

Charles Schwab Chicago, IL

1mo ago

$225k - $335k/yr Full time Senior .NET Compliance

Senior .NET Compliance

Apply Now

Job Description

Overview

Position Type: Regular. In addition to a base salary (range posted), this role is eligible for bonus or incentive opportunities. Schwab emphasizes in-office collaboration and expects the selected candidate to work on site.

At Schwab, you have the opportunity to influence your career. We blend innovative thinking with creative problem solving to challenge the status quo and transform the finance industry together.

Your opportunity

Charles Schwab is expanding its Institutional and Organizational client capabilities. As the Senior Institutional Wealth Consultant, you will serve as the strategic relationship manager for some of our largest and most complex client entity relationships, encompassing nonprofits and foundations, operating companies, and sophisticated organizational structures. You will provide tailored guidance, coordinate specialized resources across the firm, and ensure these clients receive a seamless, high-touch, institutional-grade experience aligned to their mission, governance model, and long-term financial objectives.

What you will do

Manage a dedicated practice of high-value Institutional and Organizational clients (e.g., nonprofits, foundations, endowments, operating companies, small businesses), delivering strategic guidance tailored to governance structures, investment policy statements (IPS), liquidity needs, among others
Retain and grow institutional client relationships by driving net asset flows, deepening share of wallet, improving client satisfaction, and proactively identifying opportunities for consolidation
Serve as the primary relationship lead, coordinating planning, investing, operational support, and specialty services across Schwab to ensure each institution experiences a high-touch and institutional-grade experience
Partner with specialists: including fixed income, alternatives, corporate cash management, and institutional trading specialists, to deliver holistic solutions aligned to the complex needs of institutional clients
Engage boards, investment committees, and senior executives by preparing and delivering sophisticated materials (portfolio reviews, policy updates, risk analyses, liquidity evaluations) that support decision-making, transparency, and oversight
Proactively identify and cultivate new institutional opportunities, leveraging centers of influence, industry networks, and existing client relationships to expand Schwab’s presence
Navigate complex operational and structural requirements across investment policy adherence, compliance considerations, multi-signer requirements, and reporting expectations, partnering closely with onboarding, compliance, and operations

What you are good at

Wealth management and investment products expertise including equities, fixed income, mutual funds, liquidity management, charitable gifting transaction support, insurance and annuity structures
Ability to listen to and translate Institutional needs into actions aligned with their long-term strategic, financial, and mission-driven goals
Demonstrates good judgment in selecting methods and approaches for finding appropriate solutions for Institutional clients
Understands organizational “trigger events” (e.g., leadership changes, budget cycles, capital projects, policy updates, liquidity shifts) and proactively uses these moments to deepen engagement, deliver timely solutions, and strengthen asset retention and consolidation
Passion for helping Institutional clients plan for their financial goals and objectives
Follows all relevant risk, supervision, and controls requirements to uphold Schwab’s high standards for governance, compliance, and policy adherence
Able to adjust style of communication to best engage with others and help others succeed
Demonstrates and encourages collaboration and teamwork cross-functionally and within his/her team
Demonstrates personal resilience and a commitment to continually learn
Able to remain positive and focused during times of pressure

Location

Chicago, IL 60695

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