UHNW Client Relationship Leader - Onsite Palm Beach

Charles Schwab Corporation; 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

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.