Relationship Specialist
Your Opportunity
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.
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 goal with passion and integrity. We inspire client loyalty by providing expert Estate guidance to our clients and advisors.
The Estate Relationship Specialist role is primarily focused on resolving Estate cases. This includes interpreting and processing legal documentation, mitigating financial and legal risk to the firm, reviewing and processing paperwork, and 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:
- 2+ years operational experience in legal or financial services including brokerage, banking, legal/paralegal, or research.
- 1-2 years' experience working with Estates or Retirement Services topics.
Preferred Qualifications:
- Active Series 7 & 63 licenses beneficial, but not required.
- Preferred bachelor's degree in finance, economics, business administration, or related area (will consider relevant work experience)
- Desire 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.
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:
- Delivering unparalleled value and outstanding service to our clients to build and maintain client loyalty by answering questions and communicating requirements pertaining to Estates resolution.
- Connecting 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.
- Being astute to recognize and assess underlying client needs by utilizing our EDGE model.
- Demonstrating a strong passion for client service, exhibiting positive energy and problem-solving skills to connect with our clients through all channels of communications.
- Engaging 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.
- Displaying 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.
- Navigating a sometimes unknown or ambiguous client issue but working collaboratively with the client and internal partners to help resolve escalated issues and inquiries.
- Building 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.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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
Recommended Jobs
Surgical Pathologist/Cytopathologist (Senior Faculty)
Summary The Department of Pathology & Immunology at Baylor College of Medicine is seeking a highly skilled and motivated Surgical Pathologist/Cytopathologist with other interests or trainings (suc…
Registered Dietitian
SALARY: $34.8119 - $43.1750, Hourly (DOE&Q) NON-EXEMPT OPENING DATE: 10/14/2025 CLOSING DATE: 10/20/2025, Open Continuous until Filled Externally DEFINITION: The Registered Dietitian serve…
Senior Risk Analyst
Join our team and be part of something truly transformational! We are different. Under the name of CareGard Warranty Services, Automotive Financial Group (AFG) was founded in 1994. Within the …
SANITATION/JANITOR
Position Summary: Perform cleaning and janitorial tasks. Role model and demonstrate the company's core values of respect, honesty, integrity, diversity, inclusion and safety of others.From one tiny…
Senior Instrument Engineer - Beaumont, Tx
About us At ExxonMobil, our vision is to lead in energy innovations that advance modern living and a net-zero future. As one of the world’s largest publicly traded energy and chemical comp…
Customer Support Representative
Who are we? iClassPro is the world’s leading class management software solution for children’s activity centers. Our goal is to solve the dilemma most every business owner in the industry experie…
Service Technician
Description of the role: The service technician at Denton Electric Inc. plays a crucial role in ensuring efficient and effective electrical services to our customers. As a service technician, you wi…
Management Trainee
Position: MANAGEMENT TRAINEE (MT) Start your career at Bealls Inc. and join a team that brings a people-first approach to everything we do! bealls, Home Centric, and Bealls Florida are part of Beall…
Registered Nurse MedSurg Per Diem Nights
Registered Nurse MedSurg Per Diem Nights Location El Paso, TX (San Juan area) : Job Summary This role provides direct clinical patient care. The role will assume responsibility for assessing, plann…
Jr. Data Scientist - Austin, Jr. Developer Program
DESCRIPTION The Jr. Data Scientist role is a unique employment opportunity for students seeking to gain on-the-job data science & analytics experience and receive excellent mentoring while complet…