Estate Services Specialist

About This Role

This role is a client-facing, phone-based position within Schwab's Estate Services, focusing on assisting clients and internal associates with Estate/Divorce issues related to Schwab accounts. The specialist will interpret legal documentation, mitigate risk, and provide expert guidance.

Responsibilities

• Answer incoming calls from clients and internal associates regarding Estate/Divorce issues
• Resolve Estate/Divorce issues pertaining to Schwab accounts
• Answer general inquiries from clients, attorneys, and internal business partners
• Interpret legal documentation related to estates
• Mitigate risk to the firm by making informed decisions based on business rules and regulations
• Review and update work items related to estate cases
• Deliver unparalleled value and outstanding service to clients
• Leverage emotional intelligence to meet clients' emotional needs during challenging life events
• Utilize active listening and relationship-building skills to assess client needs
• Demonstrate a strong passion for client service, exhibiting positive energy and problem-solving skills

Requirements

• 1+ year operational experience in call center, legal or financial services (brokerage, banking, legal/paralegal, or research)
• Bachelor's degree in finance, economics, business administration, or related area (or equivalent work experience)

Qualifications

• Bachelor’s degree in finance, economics, business administration, or related area (will consider relevant work experience)
• At least 1-year operational experience in call center, legal or financial services

Nice to Have

• Active Series 7 & 63 licenses
• Ability to learn, apply and retain new information and skills (emphasis on state regulations and limits)
• Strong analytical, organizational, and problem-solving skills
• Ability to communicate effectively (written and verbal)
• Professionalism
• Ability to produce high quality work and meet deadlines
• Ability to work in fast-paced environment and multi-task
• Ability to empathize and respond sensitively to clients
• Ability to make difficult decisions in situations that do not follow standard process

Benefits