Senior Client Services Specialist — Hybrid Finance Impact

Charles Schwab; Westlake (TX); On-site; USD 70,000 - 95,000; Full time

Job summary

Charles Schwab is seeking a Senior Specialist, Client Services in Westlake, TX to support clients, advisors, and internal partners throughout the account lifecycle. The role blends direct service, operational support, problem-solving, and team leadership to deliver exceptional advisory experiences.

Ideal candidates are proactive, detail-oriented, and able to manage competing priorities while navigating multiple technology systems.

Qualifications

• Strong commitment to client service and an interest in financial services.
• Strong analytical and problem-solving skills.
• Demonstrated accuracy and attention to detail.
• Ability to manage competing priorities, meet deadlines, and follow through on commitments.
• Collaborative team player who builds strong working relationships and contributes to shared goals.
• Ability to learn, navigate, and manage work across multiple technology systems.
• Ability to explain complex information clearly to clients and internal partners.
• Commitment to continuous learning and professional development.

Responsibilities

• Deliver exceptional client service with empathy, professionalism, and sound judgment.
• Support Relationship Managers and Client Service Managers with account opening, funding, and ongoing maintenance.
• Mentor and train specialists, delegate work, and promote team effectiveness.
• Resolve client inquiries at the point of contact and route appropriately when additional support is needed.
• Contribute to department initiatives and working groups that improve processes and workflows.
• Maintain accurate contact records for prospective and existing clients.
• Support quarter-end processing, reporting, and preparation of client meeting materials.
• Ensure client interactions and service activities comply with regulatory requirements and internal standards.

Skills

Client service

Analytical skills

Attention to detail

Prioritization

Team leadership

Tech proficiency

Tools

Microsoft Office

CRM systems

Job description

Charles Schwab is seeking a Senior Specialist, Client Services in Westlake, TX to support clients, advisors, and internal partners throughout the account lifecycle. The role blends direct service, operational support, problem-solving, and team leadership to deliver exceptional advisory experiences.

Ideal candidates are proactive, detail-oriented, and able to manage competing priorities while navigating multiple technology systems.