Welcome page Returning Candidate? Log in Sr Client Relationship Specialist- Ultra High Net Worth, TX Job Locations US-TX-Westlake Requisition ID 2025-107531 Posted Date 2 days ago(2/7/2025 11:41 AM) Category Retail Branch Salary Range USD $24.04 - $40.87 / Hour Application deadline 2/28/2025 Position Type Full time Your Opportunity

Our Ultra High Net Worth team is apart of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.

 

You can learn more about our client offerings at: Charles Schwab - Investor Services

What you have

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

Bachelor's degree or equivalent work related experienceActive and valid Series 7 and 63 required Active and valid Series 9/10 is requiredNotary preferredMinimum of 2 years in a client service capacityUnderstanding of the financial services industry and/or securities industry is required Solid understanding of regulatory and compliance policies associated with brokerage businessDemonstrated experience handling client concerns and issues with tact and diplomacyDemonstrated 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 simultaneouslyEffective time management skills, with the ability to prioritize issues and invest time where appropriateOutstanding written and oral communication skillsNeed to be able to build and maintain good cross enterprise working relationships  Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

 

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.   Application FAQs

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