Senior Client Relations Advisor

2 weeks ago


Houston, Texas, United States Charles Schwab Full time

Your Opportunity

At Charles Schwab, you are encouraged to influence your career trajectory. Here, innovative thinking converges with creative problem-solving, enabling us to 'challenge the status quo' and reshape the financial services landscape collaboratively.

Our branch network plays a crucial role within the larger Investor Services division, primarily focused on delivering guidance and support to individuals and families regarding their financial objectives. This includes areas such as retirement planning, educational funding, investment management, estate planning, active trading, managed banking, and lending solutions. As a Senior Client Relations Advisor, you will fulfill this mission by effectively managing client concerns and providing resolutions that align with the needs and expectations of the client, the branch, and the organization.

Required Qualifications:

  • Possession of active and valid FINRA Series 7 and 63 licenses is mandatory
  • Active and valid FINRA Series 9/10 license is required (may be obtained within a 90-day condition of employment)
  • Familiarity with the financial services sector and/or securities industry
  • Minimum of 2 years in a client service role

What you bring to the table

Preferred Qualifications:

  • Bachelor's degree or equivalent professional experience
  • Notary certification is a plus
  • Strong understanding of regulatory and compliance frameworks associated with brokerage operations
  • Proven experience in addressing client concerns with professionalism and tact
  • A genuine passion for cultivating strong, personal connections with clients and the ability to identify their needs
  • Capability to work autonomously and collaboratively within a team, while managing multiple tasks and responsibilities concurrently
  • Excellent time management skills, with the ability to prioritize effectively and allocate time where necessary
  • Exceptional written and verbal communication abilities
  • Ability to establish and maintain positive cross-enterprise working relationships

Why join us?

'Own Your Tomorrow' encapsulates our ethos. We are dedicated to empowering our employees to realize their potential and fulfill their aspirations. Our team members play a pivotal role in transforming a multi-trillion-dollar industry, crafting a more modern approach to wealth creation and management.

Benefits: A competitive and adaptable benefits package designed to empower you both today and in the future. We offer a comprehensive and flexible benefits package aimed at enhancing your life at work and at home—now and for years to come.



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