Sr Client Relationship Specialist- Ultra High Net Worth, TX

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 experience
? Active and valid Series 7 and 63 required
? Active and valid Series 9/10 is required
? Notary preferred
? Minimum of 2 years in a client service capacity
? Understanding of the financial services industry and/or securities industry is required
? 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

Apply Job!