Estate Services Representative
1 week ago
We are seeking a highly skilled and experienced Estate Services Representative to join our team at Charles Schwab. As an Estate Services Representative, you will play a critical role in providing exceptional client service and support to our clients and their advisors.
Key Responsibilities- Provide expert guidance and support to clients and their advisors on estate-related matters, including estate planning, trust administration, and probate.
- Collaborate with internal teams to resolve complex client issues and ensure timely resolution of client inquiries.
- Develop and maintain strong relationships with clients and their advisors to build trust and loyalty.
- Stay up-to-date on industry developments and regulatory changes to ensure compliance and provide expert advice to clients.
- Work closely with the estates processing team to ensure seamless execution of client transactions.
- 2+ years of experience in financial services, including brokerage, banking, or legal services.
- Bachelor's degree in finance, economics, business administration, or related field.
- Active Series 7 & 63 licenses preferred but not required.
- Strong analytical, organizational, and problem-solving skills.
- Ability to communicate effectively (written and verbal).
- Display professionalism across all settings.
- Ability to produce high-quality work and meet deadlines.
- Ability to work in a fast-paced environment with an ability to multi-task.
At Charles Schwab, we are committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you both today and in the future:
- 401(k) with company match and Employee stock purchase plan.
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions.
- Paid parental leave and family building benefits.
- Tuition reimbursement.
- Health, dental, and vision insurance.
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