Sr. Specialist, Service Concierge - Schwab Wealth Advisory

Charles Schwab Corporation; Westlake (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Charles Schwab Corporation in Westlake, TX is seeking a Concierge to support high-net-worth clients and Wealth Advisors within Schwab Wealth Advisory. You will manage operational requests, deliver high-touch service, and help create positive client outcomes in a fast-paced environment.

In this on-site role, you will anticipate needs, communicate clearly, and maintain accurate case management and workflows while coordinating with internal partners to resolve inquiries about portfolios and

Qualifications

• Active FINRA Series 7 license required.
• Active FINRA Series 66 or Series 63/65 license required (or to be obtained within 120 days).
• Minimum 1 year of financial services experience.

Responsibilities

• Provide high-touch service to high-net-worth clients and advisors.
• Anticipate needs, resolve issues, and manage portfolio-related inquiries.
• Communicate processes clearly to advisors and business partners.
• Maintain accurate case management, workflows, and follow-ups.

Skills

FINRA Series 7 license

FINRA Series 66/63/65 license

financial services experience

Education

FINRA licenses (Series 7, 66/63/65)

Tools

Salesforce

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.

Schwab Wealth Advisory is Schwab’s premier fee-based wealth management program, dedicated to helping clients achieve their financial goals through personalized advice and tailored solutions. As a Concierge, you will support high net-worth clients, Wealth Advisors, Associate Wealth Advisors, and key internal business partners by managing operational requests, delivering exceptional service, and helping create positive client outcomes.

Success in this role is driven by skills rather than a specific career path.

• Using your client experience, you will anticipate needs, resolve issues, and deliver a high-touch service experience.


• Through oral and written communication, you will articulate processes and operating standards clearly to advisors and business partners.


• Your attention to detail will ensure accuracy in case management, operational workflows, and follow-up activities.


• Leveraging process discipline, sound judgment, and available resources, you will help resolve portfolio management, financial planning, and market-related inquiries.

As part of a collaborative team of 10-12 professionals, you will build trusted partnerships across the organization while balancing multiple priorities in a fast-paced environment. Schwab is committed to your growth through coaching, training, and development opportunities that will help you build expertise in wealth management operations, advisor support, relationship management, and financial services. This is an opportunity to make a meaningful impact while developing the skills and experience needed for future career growth within Schwab Wealth Advisory.

What you have

Required Qualifications

• Active and valid FINRA Series 7 license


• Active and valid FINRA Series 66 or Series 63/65 license (or obtained within 120 days)


• Minimum 1 year of financial services experience

Preferred Qualifications

• Experience servicing high-net-worth clients


• Experience supporting financial advisors


• Experience with CRM platforms such as Salesforce

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