Job Details

Estate Relationship Specialist

Company name

Charles Schwab & Co., Inc

Organization Type


Job Type

Legal Staff

Years of Experience

2-5 yrs required


Indianapolis, IN

Date Last Verified

Apr 18,2018

Posted on

Apr 10,2018
Practice Area
Trusts and Estates >> Trusts and Estates
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Estate Relationship Specialist Duties : The candidate will be responsible for creating an outstanding, expert experience to clients in order to build and maintain client loyalty. Will proactively deliver unparalleled value and outstanding service to our clients in order to build and maintain client loyalty. Proactively leverage emotional intelligence to meet clients and inheritors emotional needs during a challenging life event. Proactively utilize active listening skills, and relationship building skills to uncover and assess underlying client needs. Demonstrate a strong passion for client service, exhibiting positive energy and problem solving skills to connect with our clients through all channels. Demonstrate the ability to engage clients in a manner that inspires asset retention and consolidation at company. Proactively assess and demonstrate ownership to resolve client issues that relate to trust, estates, and other complex issues. Proactively identify and navigate clients to appropriate services and solutions. Demonstrate the ability to interact with team members to assist in attaining individual, team, and department objectives. Application Closing Date : May 1,2018

Qualification and Experience

Requirements : The candidate must possess a Bachelor’s degree in finance, economics, business administration, or related area. Should possess FINRA Series 63, FINRA Series 7 license. Should have 2+ years operational experience in legal or financial services including; brokerage, banking, legal/paralegal, or research Customer Service-2-5 years, Brokerage Operations-2-5 years, Financial Services-2-5 years, Banking-2-5 years. Must have demonstrated passion for service and the financial markets. Should have outstanding written and verbal communication capability.

Additional info

Job ID: 0409-39920

Company info

Hiring Coordinator
Charles Schwab & Co., Inc
8332 Woodfield Crossing Blvd
Indianapolis, IN 46240-2482

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