Estate Services Relationship Specialist - Operations

Job Description

Your Opportunity

Estate Services is a specialized organization within the broader Schwab Operational Services Enterprise providing high-touch service to our clients and to the advisors that serve them. Estate Services fulfills our purpose of championing every client’s goals with passion and integrity. We inspire client loyalty by providing experienced Estate guidance to our clients and advisors.

What you’re good at

As a Schwab Estate Relationship Specialist, you will be responsible for creating an extraordinary, authoritative experience to clients in order to build and maintain client loyalty. Specifically, you will:

• Actively deliver unparalleled value and excellent service to our clients in order to build and maintain client loyalty
• Proactively demonstrate emotional intelligence to meet clients and inheritors emotional needs during a challenging life event
• Proactively utilize active listening skills, and relationship building skills to uncover and assess underlying client needs
• Demonstrate a strong passion for client service, exhibiting positive energy and problem solving skills to connect with our clients through all channels
• Demonstrate the ability to engage clients in a manner that inspires asset retention and consolidation at Schwab
• Proactively assess and demonstrate ownership to resolve client issues that relate to trust, estates, and other complex issues
• Proactively identify and navigate clients to appropriate services and solutions
• Demonstrate the ability to interact with team members to assist in attaining individual, team, and department objectives

What you have

• Demonstrated passion for service and the financial markets
• 2+ years operational experience in legal or financial services including; brokerage, banking, legal/paralegal, or research
• Bachelor’s degree in finance, economics, business administration, or related area (will consider relevant work experience)
• Outstanding written and verbal communication capability
• Excellent logical reasoning, problem solving and research skills
• Ability to work in fast-paced environment with an ability to multi-task
• Proven analytical skills with an ability to comprehend complex legal and tax issues
• Able to empathize and respond sensitively to clients during life event conversations