Specialist, Estate Services

The Charles Schwab Corporation; Omaha (NE); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after every 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

The Charles Schwab Corporation is seeking an Estate Relationship Specialist in Omaha to resolve estate cases from start to finish. You will interpret legal documents, process paperwork, and interact with clients, attorneys, and internal partners via phone and email to ensure efficient resolution.

Responsibilities include mitigating risk through regulatory compliance, applying Schwab business rules, and delivering an expert client experience.

Qualifications

• 2+ years of operational experience in legal or financial services (brokerage, banking, legal/paralegal, or research)
• 1–2 years of experience working with Estates or Retirement Services topics

Responsibilities

• Resolve Estate cases from start to finish, interpreting legal documents and processing paperwork
• Communicate with clients, attorneys, and internal partners by phone, email, and mail to resolve inquiries
• Mitigate financial and legal risk by applying state and federal regulations and business rules
• Build and maintain client loyalty through expert Estate guidance and timely resolution of issues

Skills

Operational experience

Estates knowledge

Education

Bachelor's degree in finance/economics/business

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.

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 location(s).

Estate Services is a specialized organization within the broader Schwab Operational Services Enterprise providing high-touch service to our clients and to the advisors that serve them. Estate Services fulfills our purpose of championing every client’s goal with passion and integrity. We inspire client loyalty by providing expert Estate guidance to our clients and advisors.

The Estate Relationship Specialist role is primarily focused on resolving Estate cases. This includes interpreting and processing legal documentation, mitigating financial and legal risk to the firm, reviewing and processing paperwork, and general inquiries from clients, attorneys, and internal business partners.

Relationship Specialists will own cases from start to finish, calling out to clients to provide them with contact information and working with the client via phone or email until the inquiry is resolved. Processing work is primarily available via our internal imaging system. Communications with clients are done via inbound and outbound phone calls, email correspondence and unique correspondence via mail.

As a Schwab Estate Relationship Professional, you will be responsible for creating an outstanding, expert experience to clients to build and maintain client loyalty. Specifically, you will:

• Delivering unparalleled value and outstanding service to ourclients to build and maintain client loyalty by answering questions and communicating requirements pertaining to Estates resolution.
• Connecting with clients and inheritors by recognizing the emotional needs during a challenging life event, while mitigating the risk to the firm by making informed decisions based on the interpretation of business rules along with state and federal regulations and statutes.
• Being astute to recognize and assess underlying client needs by utilizing our EDGE model.
• Demonstratinga strong passion for client service, exhibiting positive energy and problem-solving skills to connect with our clients through all channels of communications.
• Engaging with clients in a manner that inspires trust and the opportunity to build a deeper relationship, by being timely and efficient in resolving the needs of the client, which can help retain and expand their relationship with Schwab.
• Displaying ownership and empowerment to resolve client issues that relate to Trust, Estates, and other complex issues by effectively using decision making skills to enforce company policies in accordance with applicable regulations and procedures.
• Navigating a sometimes unknown or ambiguous client issue but working collaboratively with the client and internal partners to help resolve escalated issues and inquiries.
• Building collaborative relationships with team members to assist in attaining individual, team, and department objectivesby participating in projects and initiatives of varying scope and duration as directed by the business.

What you have

To ensure that we fulfill our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.

Required Qualifications:

• 2+yearsoperationalexperience in legal or financial services including brokerage, banking, legal/paralegal, or research.
• 1-2 years’ experience working with Estates or Retirement Services topics.

Preferred Qualifications:

• Active Series 7 & 63 licenses beneficial, but not required.
• Preferred bachelor’s degree in finance, economics, business administration, or related area (will consider relevant work experience)
• Desire to learn, apply and retain new information and skills with an emphasis on understanding state regulations and limits.
• Strong analytical, organizational, and problem-solving skills
• Effective communication both written and verbal
• Exhibit professionalism across all settings
• Diligence to the quality of one’s work.
• Flexibility to work in a dynamic and fast-paced environment, which often requires navigating multiple systems and tasks simultaneously.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

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