Estate Relationship Sr Specialist / Specialist, Lone Tree CO

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Job ID:
1218-31612_1
Job Category:
Brokerage Operations & Trading
Relevant Work Experience:
Customer Service-2-5 yrs, Brokerage Operations-2-5 yrs, Financial Services-2-5 yrs, Banking-2-5 yrs
Current Licenses / Certifications:
FINRA Series 63, FINRA Series 7
Position Located In:
CO - Lone Tree
Education:
BA/BS
Job Type:
Full Time

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all.  As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

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 expert Estate guidance to our clients and advisors. 

What you’ll do:

As a Schwab Estate Relationship Professional, you will be responsible for creating an outstanding, expert experience to clients in order to build and maintain client loyalty. Specifically, you will:

  • Proactively deliver unparalleled value and outstanding service to our clients in order to build and maintain client loyalty
  • Proactively leverage 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
  • Active Series 7 & 63 license ( or a condition of employement to obtain within 6 months for highly qualified candidates)
  • 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

PLEASE NOTE:  This position may be hired at a grade level 55 (Specialist) or 56 (Sr Specialist) depending on experience and licensing

 What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab.


Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.


Position Located In:CO - Lone Tree
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Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.