Sr Client Relationship Specialist- Private Wealth Services

nd deepen your expertise. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.

What you have

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

Required Qualifications:

• Active and valid FINRA Series 7 and 63 licenses required

• Active and valid FINRA Series 9/10 license is required

• Understanding of the financial services industry and/or securities industry

• Ultra High Net Worth client experience is preferred not required

• 2+ years in a client service capacity

Preferred Qualifications:

• Bachelor's degree or equivalent work-related experience

• 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

• Need to be able to build and maintain good cross-enterprise working relationships

Candidate must be located or be open to relocation in one of the following metropolitan areas:

• Dallas, TX

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.

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