Sr Client Relationship Specialist- Ultra High Net Worth

Charles Schwab Inc.; West Palm Beach (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Bonus opportunities

Job summary

Charles Schwab Corporation in Palm Beach, FL is seeking a Senior Client Relationship Specialist to support Ultra High Net Worth clients. You will provide responsive service across complex financial needs, listen to concerns, investigate issues, and coordinate solutions that balance client, branch, and firm interests.

The role emphasizes independent work, cross-functional collaboration, de-escalation, and sound judgment within brokerage policies.

Qualifications

• Active and valid FINRA Series 7 and 63 licenses.
• Active and valid FINRA Series 9 and 10 licenses.
• 4+ years of client service experience.
• Bachelor’s degree or equivalent work-related experience preferred.
• Notary commission preferred.

Responsibilities

• Listen carefully, investigate concerns, and coordinate solutions that balance client, branch, and firm needs.
• Manage multiple priorities and communicate clearly across teams.
• Apply sound judgment within brokerage policies and procedures.
• Build trusted relationships through effective communication and thoughtful resolution of sophisticated client needs.
• Work independently and with partners across the organization to deliver high-quality service to Ultra High Net Worth clients.

Skills

FINRA Series 7 & 63 licenses

FINRA Series 9 & 10 licenses

Client service experience

Notary commission

Active listening

Education

Bachelor’s degree or equivalent experience

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: Palm Beach, FL

As a Senior Client Relationship Specialist supporting Ultra High Net Worth clients, you will help the branch deliver responsive, high-quality service across complex financial needs. You will listen carefully, investigate concerns, and coordinate solutions that balance the needs of the client, the branch, and the firm. Working independently and with partners across the organization, you will manage multiple priorities, communicate clearly, and apply sound judgment within brokerage policies and procedures. Your customer orientation, de-escalation, and problem solving skills will be central to restoring confidence when issues arise and strengthening long-term relationships. This role offers the opportunity to deepen industry knowledge while contributing to a collaborative team focused on consistent execution and meaningful client outcomes.

Why you’re set up for success

You’ll build on your financial services experience while working across complex client needs, branch priorities, and firm processes in a collaborative environment.

Schwab Training and Development

Continue your development through hands-on training and mentorship within the branch, with support from branch leaders, experienced peers, and dedicated mentors.

Career Pathing

This role provides opportunities to deepen client service, operational, and relationship management expertise while preparing for expanded responsibilities across Schwab.

Competitive Compensation

In addition to base pay, this role offers bonus or incentive opportunities.

What you have

• Active and valid FINRA Series 7 and 63 licenses
• Active and valid FINRA Series 9 and 10 licenses
• 4+ years of client service experience
• Bachelor’s degree or equivalent work-related experience preferred
• Notary commission preferred
• Apply sound judgment, risk awareness, and regulatory knowledge to navigate complex client situations while maintaining a strong commitment to compliance and client service.
• Build trusted relationships through effective communication, active listening, and thoughtful resolution of sophisticated client needs and concerns.
• Demonstrate adaptability, prioritization, and cross-functional collaboration to deliver seamless support and exceptional service to Ultra High Net Worth clients.

The skills you bring:

• Customer Orientation - Keeps client needs at the center of service and issue resolution.
• De-escalation - Supports calm, respectful handling of complaints and difficult interactions.
• Problem Solving - Enables investigation and practical, compliant resolutions.
• Client Experience - Shapes high-quality interactions that strengthen confidence and loyalty.
• Communication - Supports clear updates throughout complex service situations.
• Active Listening - Uncovers the stated and unstated needs behind client concerns.
• Decision Making - Balances client, branch, and firm requirements.
• Priority Management - Enables effective handling of multiple time-sensitive responsibilities.
• Regulatory Compliance - Frames resolution within brokerage policies and expectations.
• Building Collaborative Relationships - Connects branch and enterprise partners for coordinated solutions.