Wealth Concierge Specialist – On-Site Client Experience

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

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