Senior Wealth Services Advisor — Premier Client Support

The Charles Schwab Corporation; Westlake (TX); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Bonus or incentive opportunities

Hybrid work model

401(k) with company match

Job summary

The Charles Schwab Corporation is seeking a Senior Enhanced Specialist within Advisor Services to deliver high‑quality, relationship-based support for large RIAs and advisory teams. You will handle inquiries via phone, email, and chat, document interactions in our CRM, and work cross‑functionally to provide timely, accurate solutions.

Ideal candidates have strong communication, problem‑solving, and multi‑channel capabilities, with a solid foundation in customer service and a bachelor’s degree or

Qualifications

• Minimum 6 months of customer service experience in an enhanced role within Advisor Services.
• Bachelor’s degree or equivalent work experience.
• Experience with CRM systems and multi-channel support is preferred.

Responsibilities

• Assist with advisor needs via inbound/outbound calls and email.
• Serve as primary or co-primary contact for large RIA relationships.
• Manage advisor requests to completion with follow-up and collaboration.
• Support digital platform adoption and training for staff.
• Document conversations in the CRM for personalized service.
• Elevate complex issues and advocate for client-friendly solutions.

Skills

Customer service

Relationship building

Multi-channel communication

Problem solving

Active listening

CRM usage

Communication skills

Education

Bachelor's degree or equivalent

Tools

CRM software

Schwab tools

Job description

The Charles Schwab Corporation is seeking a Senior Enhanced Specialist within Advisor Services to deliver high‑quality, relationship-based support for large RIAs and advisory teams. You will handle inquiries via phone, email, and chat, document interactions in our CRM, and work cross‑functionally to provide timely, accurate solutions.

Ideal candidates have strong communication, problem‑solving, and multi‑channel capabilities, with a solid foundation in customer service and a bachelor’s degree or