Estate Operations Relationship Specialist

Charles Schwab

4

(159)

Lone Tree, CO

Why you should apply for a job to Charles Schwab:

  • 4/5 in overall job satisfaction
  • 67% say women are treated fairly and equally to men
  • 75% would recommend this company to other women
  • 69% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After 5 years of service at Schwab, employees are eligible for one month of Sabbatical leave.
  • Paid parental leave and reimbursement to help offset adoption or surrogacy expenses for eligible employees.
  • Mentorship program opportunities and competitive tuition reimbursement program to invest in employees’ success.
  • #2024-97783

    Position summary

    general inquiries from clients, attorneys, and internal business partners.

    Relationship Specialists will own cases from start to finish, calling out to clients to provide them with contact information and working with the client via phone or email until the inquiry is resolved. Processing work is primarily available via our internal imaging system. Communications with clients are done via inbound and outbound phone calls, email correspondence and unique correspondence via mail.

    What you have

    To ensure that we fulfill our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.

    Required Qualifications:

    • At least 1-year operational experience in legal or financial services including brokerage, banking, legal/paralegal, or research, OR

    • Bachelor's degree in finance, economics, business administration, or related area (will consider relevant work experience)

    • Ability to learn, apply and retain new information and skills with an emphasis on understanding state regulations and limits.

    • Strong analytical, organizational, and problem-solving skills

    • Effective communication both written and verbal

    • Exhibit professionalism across all settings

    • Diligence to the quality of one's work.

    • Flexibility to work in a dynamic and fast-paced environment, which often requires navigating multiple systems and tasks simultaneously.

    Preferred Qualifications:

    • Active Series 7 & 63 licenses beneficial.

    • 1-2 years' experience working with Estates or Retirement Services topics.

    What you are good at:

    As a Schwab Estate Relationship Professional, you will be responsible for creating an outstanding, expert experience to clients to build and maintain client loyalty. Specifically, you will:

    • Deliver unparalleled value and outstanding service to our clients to build and maintain client loyalty by answering questions and communicating requirements pertaining to Estates resolution.

    • Connect with clients and inheritors by recognizing the emotional needs during a challenging life event, while mitigating the risk to the firm by making informed decisions based on the interpretation of business rules along with state and federal regulations and statutes.

    • Be astute to recognize and assess underlying client needs by utilizing our EDGE model.

    • Demonstrate a strong passion for client service, exhibiting positive energy and problem-solving skills to connect with our clients through all channels of communications.

    • Engage with clients in a manner that inspires trust and the opportunity to build a deeper relationship, by being timely and efficient in resolving the needs of the client, which can help retain and expand their relationship with Schwab.

    • Display ownership and empowerment to resolve client issues that relate to Trust, Estates, and other complex issues by effectively using decision making skills to enforce company policies in accordance with applicable regulations and procedures.

    • Navigate a sometimes unknown or ambiguous client issue but working collaboratively with the client and internal partners to help resolve escalated issues and inquiries.

    • Build collaborative relationships with team members to assist in attaining individual, team, and department objectives by participating in projects and initiatives of varying scope and duration as directed by the business.

    What's in it for you

    At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

    We offer a competitive benefits package that takes care of the whole you - both 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

    Why you should apply for a job to Charles Schwab:

  • 4/5 in overall job satisfaction
  • 67% say women are treated fairly and equally to men
  • 75% would recommend this company to other women
  • 69% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After 5 years of service at Schwab, employees are eligible for one month of Sabbatical leave.
  • Paid parental leave and reimbursement to help offset adoption or surrogacy expenses for eligible employees.
  • Mentorship program opportunities and competitive tuition reimbursement program to invest in employees’ success.