Senior UHNW Client Relations Specialist

Charles Schwab; West Palm Beach (FL); Sur place; USD 90 000 - 150 000; Plein temps

Avantages offerts par ce poste

401(k) with company match

Paid vacation & sabbatical after 5 yrs

Paid parental leave & family benefits

Tuition reimbursement

Health, dental, and vision insurance

Résumé du poste

Charles Schwab in Palm Beach, FL is seeking a Senior Client Relationship Specialist to support Ultra High Net Worth clients with complex financial needs. You will listen, investigate concerns, and coordinate solutions that balance client, branch, and firm priorities, working independently and with colleagues across the organization.

Role emphasizes de‑escalation, active listening, and thoughtful resolution to strengthen long‑term relationships while adhering to brokerage policies and procedures.

Qualifications

• Bachelor’s degree or equivalent work‑related experience preferred.
• Active FINRA licenses and strong client service experience are required.
• Ability to navigate complex client needs while ensuring regulatory compliance.

Responsabilités

• Support Ultra High Net Worth clients with complex financial needs across the branch.
• Investigate concerns, coordinate solutions, and balance client, branch, and firm priorities.
• Build trusted relationships through effective communication and thoughtful resolution of sophisticated client needs.

Connaissances

Customer orientation

De-escalation

Problem solving

Client experience

Communication

Active listening

Decision making

Priority management

Regulatory compliance

Building collaborative relationships

Formation

Bachelor’s degree

Description du poste

Charles Schwab in Palm Beach, FL is seeking a Senior Client Relationship Specialist to support Ultra High Net Worth clients with complex financial needs. You will listen, investigate concerns, and coordinate solutions that balance client, branch, and firm priorities, working independently and with colleagues across the organization.

Role emphasizes de‑escalation, active listening, and thoughtful resolution to strengthen long‑term relationships while adhering to brokerage policies and procedures.