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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 Hotline role is primarily a client facing phone-based role. This role is primarily focused on answering incoming calls clients and internal associates who need assistance in resolving Estate/Divorce issues pertaining to Schwab accounts. This includes answering general inquiries from clients, attorneys, & internal business partners, interpreting legal documentation, mitigating risk to the firm, and reviewing / updating work items.
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
Preferred Qualifications:
As a Schwab Estate Hotline Professional, you will be responsible for creating an outstanding, expert experience to clients to build and maintain client loyalty. Specifically, you will:
Full Time
Securities
$53k-70k (estimate)
03/12/2024
04/21/2024
aboutschwab.com
SAN FRANCISCO, CA
15,000 - 50,000
1986
WALTER W BETTINGER II
$10B - $50B
Securities