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Job Details

Estate Specialty Services Specialist

Company name
Charles Schwab & Co., Inc

2 yrs required

Westlake, TX, United States

Employment Type


Posted on
Jun 27, 2020

Valid Through
Oct 10, 2020

Apply for this job


Estate Specialty Services, Specialist

The candidate will be responsible for creating an outstanding experience to clients in order to build and maintain client loyalty. Frequently receives legal documents that require review and analysis. Responsible for reviewing documents and internal procedures related to durable powers of attorney, divorces, decedent’s estates, and trusts. Deliver unparalleled value and remarkable service to our clients in order to build and maintain client loyalty/ Leverage emotional intelligence to meet clients and inheritors emotional needs during a challenging life event. Demonstrate a strong passion for client service, exhibiting positive energy and problem solving skills to connect with clients through all channels. Manage time effectively to provide efficient and timely responses in a fast-paced business environment. Take ownership and effectively engage with clients, their agents, or third parties to resolve complex matters. Review legal documents including letters of appointment and court orders. Communicate with internal departments and provide support and expertise regarding complicated issues related to decedent’s estates and court orders. Should have 2+ years’ experience in legal or financial services including; brokerage, banking, legal/paralegal, or research. Must have Bachelor’s degree in finance, economics, business administration, or related area (will consider relevant work experience). Experience reviewing legal documents including letters of appointment, trusts, power of attorney documents, and court orders is required.

Additional Information

Requisition ID 2020-63999

Company info

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