Client Services Lead, Financial Solutions & Relationships

Charles Schwab; Boston (MA); Hybrid; USD 75,000 - 105,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Vacation & sabbatical after years of服务

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab Investment Management, Inc. is seeking a Senior Specialist, Client Services in Boston to support clients, advisors, and internal partners through the account lifecycle.

The role combines client service, operational support, problem-solving, and team leadership to deliver exceptional advisory relationship experiences. The ideal candidate proactively communicates, manages multiple priorities, and follows through on commitments, with a focus on accurate data, regulatory compliance,

Qualifications

• Strong commitment to client service in financial services.
• Analytical and problem-solving skills.
• Demonstrated accuracy and attention to detail.
• Ability to manage competing priorities and deadlines.
• Collaborative team player with cross-functional impact.
• Able to learn and navigate multiple tech systems.

Responsibilities

• Deliver exceptional client service with empathy, professionalism, and sound judgment.
• Support Relationship Managers with account opening, funding, and maintenance.
• Mentor and train specialists, delegate work, and promote team effectiveness.
• Resolve client inquiries at first contact and route to needed support.
• Contribute to departmental initiatives to improve processes and workflows.
• Maintain accurate contact records for prospective and existing clients.
• Support quarter-end processing, reporting, and client meeting materials.
• Ensure activities comply with regulatory requirements and internal standards.

Skills

Client service

Analytical skills

Attention to detail

Communication

Team mentoring

Multi-system navigation

Problem solving

Tools

Microsoft Office

Job description

Charles Schwab Investment Management, Inc. is seeking a Senior Specialist, Client Services in Boston to support clients, advisors, and internal partners through the account lifecycle.

The role combines client service, operational support, problem-solving, and team leadership to deliver exceptional advisory relationship experiences. The ideal candidate proactively communicates, manages multiple priorities, and follows through on commitments, with a focus on accurate data, regulatory compliance,