Estate Services Specialist — Compassionate Client Support

Charles Schwab; Phoenix (AZ); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

401(k) match

PTO & sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a detail-oriented professional for Estate Services on-site in Phoenix. You will support inbound calls, interpret estate-related materials, and clearly guide clients through the next steps with empathy and regulatory awareness.

Ideal candidates hold a bachelor’s degree in finance, economics, business, or equivalent, with 1+ year in call center or financial services. Strong communication, emotional intelligence, and a calm, professional approach are essential.

Qualifications

• Minimum 1 year of operational experience in call center, legal, or financial services including brokerage, banking, legal/paralegal, or research.
• Bachelor’s degree in finance, economics, business administration, or equivalent work experience.
• Ability to listen for underlying needs and respond with clarity to support clients in sensitive moments.
• Composed approach when conversations are emotionally charged to guide interactions to resolution.
• Comfort handling detailed documents and processes with accuracy.
• Ability to learn and apply information quickly and adapt to changing requirements.
• Navigate systems and workflows to translate complex information into next steps for clients and internal partners.
• Communication style that builds trust and de-escalates concerns.

Responsibilities

• Support inbound callers with clear explanations of requirements and next steps.
• Review and interpret Estate-related materials for accuracy and compliance.
• Apply active listening to uncover underlying client needs and mitigate risk.
• Collaborate with internal processing teams to ensure timely resolutions.
• Navigate complex documents and explain outcomes with empathy and professionalism.

Skills

Active listening

Emotional intelligence

Clear communication

Detail oriented

Critical thinking

Professional demeanor

Client sensitivity

Education

Bachelor’s degree in finance, economics, business administration, or equivalent

Tools

Internal processing systems

Job description

Charles Schwab is seeking a detail-oriented professional for Estate Services on-site in Phoenix. You will support inbound calls, interpret estate-related materials, and clearly guide clients through the next steps with empathy and regulatory awareness.

Ideal candidates hold a bachelor’s degree in finance, economics, business, or equivalent, with 1+ year in call center or financial services. Strong communication, emotional intelligence, and a calm, professional approach are essential.