Sr Client Relationship Specialist- Ultra High Net Worth
Your Opportunity
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.
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.
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
What you are good at
Building strong, meaningful relationships with each client is a key component of our business strategy. Our Senior Client Relationship Specialist will pursue this mission through:
- Demonstrating the ability to consistently handle client complaints and providing a resolution that meets the needs/wants of the client, the branch and the company.
- Deepening ongoing internal and external business partner relationships.
- Consistently demonstrating initiative, workplace engagement and leadership.
- Delivering a self-directed unparalleled value and outstanding client service.
- Assisting the Branch Manager and sales/support staff with meeting our clients’ needs.
- Successfully navigating through extremely complex operational issues.
- Highly successful with diffusing negative client situations.
We are seeking people with a passion for helping clients...You will be responsible for:
- Implementing, training and support of new processes that are adopted by the firm.
- Partnering with internal and external business partners to prepare for a branch audit.
- Being a product and service subject matter expert.
- Receiving checks, security deposits, check disbursements and new account processing.
- Actively uncovering additional business development opportunities.
- Scheduling the clients with a Financial Consultant for further consultation.
We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value teamwork, integrity, service, open communication, and perseverance. If you want to be apart of a firm that truly values your contributions, consider a career at Charles Schwab.
You can read more about the culture at Schwab, by clicking here to meet our people.
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.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.