Sr. Specialist, Service Concierge - Schwab Wealth Advisory
About The Position
Schwab Wealth Advisory is Schwab’s premier fee-based wealth management program, dedicated to helping clients achieve their financial goals through personalized advice and tailored solutions. As a Concierge, you will support high net-worth clients, Wealth Advisors, Associate Wealth Advisors, and key internal business partners by managing operational requests, delivering exceptional service, and helping create positive client outcomes. Success in this role is driven by skills rather than a specific career path. Using your client experience, you will anticipate needs, resolve issues, and deliver a high-touch service experience. Through oral and written communication, you will articulate processes and operating standards clearly to advisors and business partners. Your attention to detail will ensure accuracy in case management, operational workflows, and follow-up activities. Leveraging process discipline, sound judgment, and available resources, you will help resolve portfolio management, financial planning, and market-related inquiries. As part of a collaborative team of 10–12 professionals, you will build trusted partnerships across the organization while balancing multiple priorities in a fast-paced environment. Schwab is committed to your growth through coaching, training, and development opportunities that will help you build expertise in wealth management operations, advisor support, relationship management, and financial services. This is an opportunity to make a meaningful impact while developing the skills and experience needed for future career growth within Schwab Wealth Advisory.
Requirements
- Active and valid FINRA Series 7 license
- Active and valid FINRA Series 66 or Series 63/65 license (or obtained within 120 days)
- Minimum 1 year of financial services experience
Nice To Haves
- Experience servicing high-net-worth clients
- Experience supporting financial advisors
- Experience with CRM platforms such as Salesforce
Responsibilities
- Manage operational requests
- Deliver exceptional service
- Help create positive client outcomes
- Anticipate client needs
- Resolve client issues
- Deliver a high-touch service experience
- Articulate processes and operating standards clearly to advisors and business partners
- Ensure accuracy in case management, operational workflows, and follow-up activities
- Help resolve portfolio management, financial planning, and market-related inquiries
Benefits
- Bonus or incentive opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
