Sr Client Relationship Specialist- Westlake, TX

On site in Westlake, TX, this role supports Schwab's Ultra High Net Worth team, focusing on building durable client relationships, addressing sophisticated needs, and delivering exceptional service.

Responsibilities

• Consistently addressing client complaints and delivering resolutions aligned with the needs of the client, the team, and the company.
• Deepening relationships with internal and external business partners.
• Demonstrating initiative, strong workplace engagement, and leadership.
• Providing self-directed, exceptional value and outstanding client service.
• Assisting the Branch Manager and sales and support staff in meeting client needs.
• Navigating highly complex operational issues successfully.
• Diffusing negative client situations effectively.
• Implementing, training, and supporting new processes adopted by the firm.
• Partnering with internal and external business partners to prepare for a branch audit.
• Assisting the branch team with planning and managing client events.
• Serving as a product and service subject matter expert.
• Processing checks, security deposits, check disbursements, and new account transactions.
• Actively identifying additional business development opportunities.
• Scheduling clients with a Wealth Consultant for further consultation.

Requirements

• Active and valid Series 7 and 63 licenses
• Active and valid Series 9 and 10 licenses
• Minimum of 2 years in a client service capacity
• Understanding of the financial services or securities industry
• Solid understanding of regulatory and compliance policies related to brokerage business
• Demonstrated experience handling client concerns with tact and diplomacy
• Evidence of building strong, personal client relationships and the ability to uncover client needs
• Ability to work independently and as part of a team, while handling multiple tasks simultaneously
• Effective time management and prioritization skills
• Outstanding written and oral communication abilities
• Ability to build and maintain cross-enterprise working relationships
• Bachelor's degree

Benefits

• 401(k) with company match and Employee Stock Purchase Plan
• Paid time off for vacation and volunteering, plus a 28-day sabbatical after every five years of service for eligible positions
• Paid parental leave and family-building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Position Type

• Regular

Your Opportunity

Base salary range is USD 65,000 to 95,000 per year. In addition, the role is eligible for bonus or incentive opportunities.

What You Have

Cultivating meaningful relationships with each client is a core component of our business strategy. In the Ultra High Net Worth team, the Senior Client Relationship Specialist will advance this mission through focused client engagement and service excellence.