Sr Client Relationship Specialist- Ultra High Net Worth

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.

You’ll build on your financial services experience while working across complex client needs, branch priorities, and firm processes in a collaborative environment.

Continue your development through hands-on training and mentorship within the branch, with support from branch leaders, experienced peers, and dedicated mentors.

This role provides opportunities to deepen client service, operational, and relationship management expertise while preparing for expanded responsibilities across Schwab.

• 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.

• 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.