Requisition ID 2021-69645
Category Operations
Position Type Regular
Your 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 are good at
As a Schwab Senior Estate Relationship Professional, you will be responsible for creating an outstanding, expert experience to clients to build and maintain client loyalty. Specifically, you will:
- Proactively deliver unparalleled value and outstanding service to our clients 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 an ability to take on complex estate cases and escalated client issues and provide solutions
- 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 mentor and train 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 and 9/10 or 24 licenses required (a condition of employment will be considered for highly qualified candidates)
- 4+ years operational experience in legal or financial services including brokerage, banking, legal/paralegal, or research
- Demonstrate proper client engagement for clients, utilizing effective time management techniques, setting clear expectations, and prioritizing urgent requests
- Bachelor’s degree in finance, economics, business administration, or related area (will consider relevant work experience) with an advanced degree preferred.
- Outstanding written and verbal communication capability
- Understanding of probate and estate processing
- Ability to Successfully balance risk to the client and risk to the firm when executing business judgment decisions
- 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
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. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.
