Estate Services Relationship Specialist
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About The Position
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. Estate Services is a specialized organization within the broader Schwab Operational Services Enterprise providing high-touch service to our clients and to the advisors that serve them. Estate Services fulfills our purpose of championing every client's goal with passion and integrity. We inspire client loyalty by providing expert Estate guidance to our clients and advisors. The Estate Relationship Specialist role is primarily focused on resolving Estate cases. This includes interpreting and processing legal documentation, mitigating financial and legal risk to the firm, reviewing and processing paperwork, and general inquiries from clients, attorneys, and internal business partners. Relationship Specialists will own cases from start to finish, calling out to clients to provide them with contact information and working with the client via phone or email until the inquiry is resolved. Processing work is primarily available via our internal imaging system. Communications with clients are done via inbound and outbound phone calls, email correspondence and unique correspondence via mail.
