Senior Client Service Specialist — Mentor & Problem-Solver

Charles Schwab; Naples (FL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid time off

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Job summary

Charles Schwab Investment Management is seeking a Client Service Senior Specialist to educate and solve problems for individual investors, supporting advisors and relationship managers in delivering exceptional service every day.

You will manage account openings, funding, and maintenance, mentor teammates, handle inquiries, participate in client service initiatives, and ensure interactions meet regulatory and internal standards to deliver a trusted advisory relationship.

Qualifications

• Strong communication and attention to detail.
• Experience in client-facing roles.
• Ability to multitask and prioritize effectively.
• Professionalism with initiative and reliable follow-through.

Responsibilities

• Assist with account opening, funding, and ongoing account maintenance.
• Support Relationship Managers and Client Service Managers on tasks.
• Mentor, train, and delegate to other specialists to improve efficiency.
• Handle client inquiries at the point of contact when appropriate.
• Collaborate on department initiatives and improve workflows.
• Update contact databases with accurate information.
• Assist with quarter-end processing and client meeting materials.
• Ensure interactions comply with regulatory and internal standards.

Skills

Empathy

Problem-solving

Client service

Team mentoring

Communication

Attention to detail

Regulatory compliance

Tools

Microsoft Office

Job description

Charles Schwab Investment Management is seeking a Client Service Senior Specialist to educate and solve problems for individual investors, supporting advisors and relationship managers in delivering exceptional service every day.

You will manage account openings, funding, and maintenance, mentor teammates, handle inquiries, participate in client service initiatives, and ensure interactions meet regulatory and internal standards to deliver a trusted advisory relationship.