Senior Specialist, Client Service

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

Position Type: Regular
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 (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.

We are looking for people with a passion for helping clients. The successful Client Service Senior Specialist will serve as a vital member of the Client Services team, serving clients and advisors directly. As a Financial Services Professional, you will help to educate and solve problems for individual investors. Through trust, experience, investment knowledge, and professional development, and exceptional service the entire team strives to provide our clients with a great advisory relationship experience.

What you are good at

• Provide outstanding client service while demonstrating empath, professionalism, and strong problem-solving skills.
• Support Relationship Managers and Client Service Managers on a variety of tasks, including account opening, funding, and ongoing account maintenance
• Mentor, train, and delegate tasks to other specialists, helping foster team growth and efficiency.
• Handle client inquiries at the point of contact when appropriate, and transfer incoming calls as needed.
• Collaborate on various department initiatives and participate in client service working groups to improve workflows and processes.
• Manage and update contact databases with accurate information for both prospective and existing clients.
• Assist with quarter-end processing and reporting, and preparation of materials for client meetings.
• Ensure the client interactions and service activities are performed in adherence with regulatory and internal compliance standards.

What you have

The candidate must have very strong communication skills, impeccable attention to detail, a positive attitude, self-initiator, professionalism, incredible follow-through, a great work ethic and the ability to work on multiple projects and prioritize with ease.

• Passion for service and finance with strong client-focus and the ability to provide a superior level of service
• Aptitude for complex problem solving
• Good analytical skills with a superior level of attention to detail
• Collaborative and relational work style with proven success in a team environment
• Excellent communication and interpersonal skills, especially the ability to listen to clients, understand their needs, and to explain complicated subjects
• Microsoft Office Suite knowledge preferred
• Experience in client facing role desired
• Desire for growth opportunities and ongoing training

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our 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 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