Senior Specialist, Client Service

Charles Schwab; Boston (MA); Hybrid; USD 75,000 - 105,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Vacation & sabbatical after years of服务

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab Investment Management, Inc. is seeking a Senior Specialist, Client Services in Boston to support clients, advisors, and internal partners through the account lifecycle.

The role combines client service, operational support, problem-solving, and team leadership to deliver exceptional advisory relationship experiences. The ideal candidate proactively communicates, manages multiple priorities, and follows through on commitments, with a focus on accurate data, regulatory compliance,

Qualifications

• Strong commitment to client service in financial services.
• Analytical and problem-solving skills.
• Demonstrated accuracy and attention to detail.
• Ability to manage competing priorities and deadlines.
• Collaborative team player with cross-functional impact.
• Able to learn and navigate multiple tech systems.

Responsibilities

• Deliver exceptional client service with empathy, professionalism, and sound judgment.
• Support Relationship Managers with account opening, funding, and maintenance.
• Mentor and train specialists, delegate work, and promote team effectiveness.
• Resolve client inquiries at first contact and route to needed support.
• Contribute to departmental initiatives to improve processes and workflows.
• Maintain accurate contact records for prospective and existing clients.
• Support quarter-end processing, reporting, and client meeting materials.
• Ensure activities comply with regulatory requirements and internal standards.

Skills

Client service

Analytical skills

Attention to detail

Communication

Team mentoring

Multi-system navigation

Problem solving

Tools

Microsoft Office

Job description

Your opportunity

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.

Charles Schwab Investment Management, Inc. (CSIM) is the asset management arm of the Charles Schwab Corporation. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. CSIM uses a consistent and disciplined approach to investing across all our products and seeks to develop innovative new products to meet the core investing needs of our clients.

The Senior Specialist, Client Services role is a key member of the Client Services team, supporting clients, advisors, and internal partners throughout the account lifecycle and ongoing account maintenance. This role combines direct client service, operational support, problem-solving, and team leadership to deliver exceptional advisory relationship experiences.

Key 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.

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 locations.

What you have

The ideal candidate is a proactive, detail-oriented professional who communicates effectively, manages competing priorities, and consistently follows through on commitments.

Required 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.

Preferred Qualifications

• Experience in a client-facing role.
• Proficiency with Microsoft Office applications.
• Interest in using artificial intelligence tools to improve efficiency, problem-solving, and the client experience.

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