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Sr Specialist, ACT Estates

Location Westlake, Texas, United States Requisition ID 2022-80447 Category Operations Position Type Regular
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Your Opportunity


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.

The Estate Advisor Services Team fills our purpose of championing every client’s goal with passion and integrity. We inspire client loyalty by providing expert Estate guidance to our business partners and Advisors. 

What you are good at


As a Schwab Advisor Services Estate Senior Specialist, you will be responsible for creating an extraordinary, authoritative experience to business partners and Advisors in order to build and maintain client loyalty. Specifically, you will:

  • Actively deliver unparalleled value and excellent service in order to build and maintain Advisor and client loyalty
  • Engage Investment Advisors and business partners in a manner that inspires confidence in Schwab
  • Demonstrate a strong passion for client service, exhibiting positive energy and problem-solving skills to connect with our clients through all channels, including phones, emails, and Teams
  • Proactively assess and demonstrate ownership to resolve Advisor requests that relate to trust, estates, and other complex issues
  • Demonstrate the ability to interact with team members to assist in attaining individual, team, and department objectives

What you have


  • Series 7 licensing required; Series 9/10 licensing preferred
  • Utilization of proper protocols to address content and subject matter that may require additional review, special handling, or the need for business accommodations or exceptions.
  • Comfortable in providing detailed assistance to team inquiries where information or guidance may be limited
  • Ability to seamlessly transition roles based on business needs
  • Demonstrated passion for service and the financial markets
  • 3+ years operational experience in legal or financial services including brokerage, banking, legal/paralegal, or research
  • Bachelor’s degree in finance, economics, business administration, or related area (will consider relevant work experience)
  • Outstanding written and verbal communication capability
  • Excellent logical reasoning, problem solving and research skills
  • Ability to work in fast-paced environment with an ability to multi-task
  • Proven analytical skills with an ability to comprehend complex legal and tax issues

You demonstrate these behaviors:

  • Initiative: Identifying what needs to be done and doing it before being asked to or required by the situation.
  • Results Orientation: Focusing on the desired end result of one’s own or one’s units work; setting challenging goals, focusing effort on the goals, and meeting or exceeding them.
  • Flexibility: Openness to different and new ways of doing things; willingness to modify one’s preferred way of doing things.

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

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