Estate Services Relationship Specialist (SWA) Support

The Charles Schwab Corporation; Westlake (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Sabbatical after 5 years

Tuition reimbursement

Health, dental, and vision insurance

Job summary

The Charles Schwab Corporation is seeking an Estate Services Relationship Specialist to manage estate cases end to end, reviewing legal documentation, guiding clients and attorneys, and ensuring accuracy and compliance across internal systems.

Based in our Westlake, TX office, you will work with trustees, executors, heirs, and internal partners, delivering empathetic client service while maintaining rigorous data gathering and case ownership in a dynamic, regulated environment.

Qualifications

• Minimum 2 years of Estate Services experience handling Retail estate cases.
• Completion of Retail Estates Complexity 3 training.
• Bachelor's degree in finance, economics, business administration, or related field.
• Active FINRA Series 7 and Series 63 licenses.
• Ability to communicate clearly with clients and internal partners.
• Strong attention to detail and risk awareness.

Responsibilities

• Review and process estate documents end to end.
• Mitigate financial and legal risk.
• Guide clients, attorneys, and partners through estate inquiries.
• Deliver accurate, empathetic client service via phone, email, and written communications.
• Complete processing work within internal systems.

Skills

Estate Services experience

Attention to detail

Communication skills

Education

Bachelor's degree in finance, economics, business administration, or related

Job description

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

As part of our specialized Estate Services team, you'll guide trustees, executors, and heirs, as well as attorneys and internal partners, through Estate and Divorce processes with clarity, empathy, and sound judgment. Rooted in our culture of integrity, professionalism, and One Schwab collaboration, this role places you at the center of meaningful client moments, helping individuals navigate sensitive life events while ensuring accuracy, compliance, and forward momentum.

As an Estate Services Relationship Specialist, you own and resolve estate cases end to end by reviewing and processing legal documentation, mitigating financial and legal risk, and guiding clients, attorneys, and internal partners through estate-related inquiries. You deliver accurate, empathetic, and client-focused service primarily through phone, email, and written communications while completing detailed processing work within internal systems. The role requires thorough data gathering and research, attention to detail, and sound judgment to ensure compliance with policies, procedures, and regulatory requirements. You effectively manage time and workload, navigate multiple systems, collaborate closely with colleagues, and take initiative to move cases forward. Through continuous learning and openness to feedback, you contribute to high-quality outcomes for clients and ongoing improvement for the team.

As part of this role, you will support Schwab Wealth Advisory (SWA), a paid advisory service within the Priority segment that serves high-net-worth clients. SWA clients hold at least $500,000 in investable assets and work with a dedicated Wealth Advisor or advisory team. Relationship Specialists supporting SWA handle Estate cases for this client base, requiring strong attention to detail, sound judgment, and the ability to communicate effectively with clients, Wealth Advisors, attorneys, trustees, executors, and internal business partners. This work requires a high level of ownership, professionalism, and accuracy while navigating complex estate scenarios and delivering an exceptional client experience.

You’ll deepen your expertise through comprehensive on-the-job training, learning how to interpret documentation, assess complex scenarios, and apply structured decision-making in a way that builds client confidence.

What you have

To ensure that we fulfill our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.

Required Qualifications:

• Minimum 2 years of Estate Services experience handling Retail estate cases, including Core, Priority, or comparable client segments
• Completion of Retail Estates Complexity 3 training
• Bachelor's degree in finance, economics, business administration, or a related area; relevant work experience will be considered

Preferred Qualifications:

• Active FINRA Series 7 and Series 63 licenses
• Experience handling complex Estate cases involving higher risk or escalated scenarios
• Ability to learn, apply, and retain new information and skills, with an emphasis on understanding state regulations, legal requirements, and processing limits
• Ability to communicate clearly and effectively with clients and internal partners by actively listening, asking thoughtful questions, and conveying information in a way that supports understanding
• Follows established processes and workflows to ensure thoroughness while tracking open items and following through on commitments made to clients
• Identifies the information needed to clarify a client's issue, asks clear and thoughtful questions to gather accurate details, confirms understanding, and uses the information collected to determine appropriate next steps or resolutions
• Demonstrates strong case ownership by proactively managing work, mitigating risk, and advancing cases toward resolution
• Desire for continuous improvement and openness to feedback and coaching

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

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