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 goals with passion and integrity. We inspire client loyalty by providing experienced Estate guidance to our clients and advisors.
What you’ll do:
As a Schwab Estate Relationship Specialist, you will be responsible for creating an extraordinary, authoritative experience to clients in order to build and maintain client loyalty. Specifically, you will:
Actively deliver unparalleled value and excellent service to our clients in order to build and maintain client loyalty
Proactively demonstrate emotional intelligence to meet clients and inheritors emotional needs during a challenging life event
Proactively utilize active listening skills, and relationship building skills to uncover and assess underlying client needs
Demonstrate a strong passion for client service, exhibiting positive energy and problem solving skills to connect with our clients through all channels
Demonstrate the ability to engage clients in a manner that inspires asset retention and consolidation at Schwab
Proactively assess and demonstrate ownership to resolve client issues that relate to trust, estates, and other complex issues
Proactively identify and navigate clients to appropriate services and solutions
Demonstrate the ability to interact with team members to assist in attaining individual, team, and department objectives
What you have:
Demonstrated passion for service and the financial markets
2+ years operational experience in legal or financial services including; brokerage, banking, legal/paralegal, or research
Bachelor’s degree in finance, economics, business administration, or related area (will consider relevant work experience)
Outstanding written and verbal communication capability
Excellent logical reasoning, problem solving and research skills
Ability to work in fast-paced environment with an ability to multi-task
Proven analytical skills with an ability to comprehend complex legal and tax issues
Able to empathize and respond sensitively to clients during life event conversations
You demonstrate these behaviors:
Initiative: Identifying what needs to be done and doing it before being asked to or required by the situation.
Results Orientation: Focusing on the desired end result of one’s own or e’s units work; setting challenging goals, focusing effort on the goals, and meeting or exceeding them.
Flexibility: Openness to different and new ways of doing things; willingness to modify one’s preferred way of doing things.