Estates Relationship Specialist
About The Position
At Schwab, you’re empowered to make an impact—on your career, your clients, and the quality of service we deliver every day. As part of our specialized Estate Services team, you’ll guide trustees, executors, and heirs, as well as attorneys, and internal partners, through Estate and Divorce processes with clarity, empathy, and sound judgment. Rooted in our culture of integrity, professionalism, and “One Schwab” collaboration, this role places you at the center of meaningful client moments—helping individuals navigate sensitive life events while ensuring accuracy, compliance, and forward momentum. As an Estates Relationship Specialist, you own and resolve estate cases end to end by reviewing and processing legal documentation, mitigating financial and legal risk, and guiding clients, attorneys, and internal partners through estate-related inquiries. You deliver accurate, empathetic, and client-focused service primarily through phone, email, and written communications while completing detailed processing work within internal systems. The role requires thorough data gathering and research, attention to detail, and sound judgment to ensure compliance with policies, procedures and regulatory requirements. You effectively manage time and workload, navigate multiple systems, collaborate closely with colleagues, and take initiative to move cases forward. Through continuous learning and openness to feedback, you contribute to high-quality outcomes for clients and ongoing improvement for the team. You’ll deepen your expertise through comprehensive on-the-job training, learning how to interpret documentation, assess complex scenarios, and apply structured decision-making in a way that builds client confidence. 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.
Requirements
- Minimum 1 year operational experience in call center, legal or financial services including brokerage, banking, legal/paralegal, or research
- Bachelor’s degree in finance, economics, business administration, or related area (will consider relevant work experience)
- Ability to learn, apply and retain new information and skills with an emphasis on understanding state regulations and limits
- Ability to communicate clearly and effectively with clients and internal partners by actively listening, asking thoughtful questions, and conveying information in a way that supports understanding
- Follows established processes and workflows to ensure thoroughness while tracking open items and following through on commitments made to clients
- Comfort with running multiple programs on dual monitors while remaining organized and efficient.
- Familiarity with technical programs/systems and ability to learn and adjust to new systems
- Identifies the information needed to clarify a client’s issue, asks clear and thoughtful questions to gather accurate details, confirms understanding, and uses the information collected to determine appropriate next steps or resolutions
- Desire for continuous improvement and openness to feedback and coaching
Nice To Haves
- Active Series 7 & 63 licenses
- 1-2 years’ experience working with estates distribution or retirement topics.
Responsibilities
- Own and resolve estate cases end to end by reviewing and processing legal documentation.
- Mitigate financial and legal risk.
- Guide clients, attorneys, and internal partners through estate-related inquiries.
- Deliver accurate, empathetic, and client-focused service primarily through phone, email, and written communications.
- Complete detailed processing work within internal systems.
- Conduct thorough data gathering and research.
- Ensure compliance with policies, procedures and regulatory requirements.
- Effectively manage time and workload.
- Navigate multiple systems.
- Collaborate closely with colleagues.
- Take initiative to move cases forward.
- Contribute to high-quality outcomes for clients and ongoing improvement for the team through continuous learning and openness to feedback.
Benefits
- On-the-job training
- Bonus or incentive opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
