Client Relationship Specialist- Ultra High Net Worth- Westlake, TX
Charles Schwab, Westlake, TX, United States
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 .
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought 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 is primarily responsible for advice and counsel to individuals and families with their wealth management financial 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 have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You’ll play a critical role in the operational success of the Wealth Services Schwab branches, under the guidance of your Client Relationship Manager, you will assist to help deliver an unparalleled client experience. You will pursue this mission through demonstrating the ability to consistently handle service levels, client escalations and providing a resolution that meets the needs/wants of the client, Wealth Services Branches, and the company. Building strong, personal relationships with our clients is a key component of our business strategy.
Development and growth are at the core of this role. In this role, you have both a clear growth path as well as endless opportunities to challenge yourself and 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.
Although licensing (Series 7 and 63 licenses) are not a required qualification for the CRS role, it is highly preferred and will be recommended for the Ultra High Net Worth team. Schwab will support you to achieve the Series 7 and 63/66, licenses to support you in your growth with Schwab career path goals.
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 through:
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
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
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’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
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
#J-18808-Ljbffr
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 .
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought 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 is primarily responsible for advice and counsel to individuals and families with their wealth management financial 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 have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You’ll play a critical role in the operational success of the Wealth Services Schwab branches, under the guidance of your Client Relationship Manager, you will assist to help deliver an unparalleled client experience. You will pursue this mission through demonstrating the ability to consistently handle service levels, client escalations and providing a resolution that meets the needs/wants of the client, Wealth Services Branches, and the company. Building strong, personal relationships with our clients is a key component of our business strategy.
Development and growth are at the core of this role. In this role, you have both a clear growth path as well as endless opportunities to challenge yourself and 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.
Although licensing (Series 7 and 63 licenses) are not a required qualification for the CRS role, it is highly preferred and will be recommended for the Ultra High Net Worth team. Schwab will support you to achieve the Series 7 and 63/66, licenses to support you in your growth with Schwab career path goals.
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 through:
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
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
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’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
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
#J-18808-Ljbffr