Estate Services Specialist — On-Site Client Guidance

Charles Schwab Corporation; Phoenix (AZ); On-site; USD 48,000 - 64,000; Full time

Job summary

Charles Schwab Corporation in Phoenix is seeking an Estate Services specialist to guide trustees, executors, and heirs through estate and divorce processes with clarity and empathy. You will support inbound callers, explain requirements, interpret documents, and collaborate with internal teams to move cases forward.

This role emphasizes integrity, thoughtful communication, and compliance with state regulations.

Qualifications

• Minimum 1 year in call center, legal, or financial services.
• Bachelor's degree in finance, economics, business administration, or equivalent work experience.
• Ability to interpret client needs and convey clarity in sensitive moments.
• Calm, composed communication under emotionally charged conversations.
• Detail-oriented with ability to capture and apply information accurately.
• Quick learner, open to feedback and shifting requirements.
• Ability to navigate systems and translate requirements into next steps.
• Clear, de-escalating communication style to build trust.

Responsibilities

• Support inbound callers by explaining requirements.
• Review and interpret estate-related materials.
• Apply state regulations and business rules to cases.
• Collaborate with processing teams to resolve issues.
• Maintain accuracy and compliance in estate and divorce processes.

Skills

Call center experience

Legal/financial services knowledge

Active listening

Client communication

Regulatory knowledge

Attention to detail

Education

Bachelor's degree in finance/economics/business

Job description

Charles Schwab Corporation in Phoenix is seeking an Estate Services specialist to guide trustees, executors, and heirs through estate and divorce processes with clarity and empathy. You will support inbound callers, explain requirements, interpret documents, and collaborate with internal teams to move cases forward.

This role emphasizes integrity, thoughtful communication, and compliance with state regulations.