Job Description
**Your opportunity**
At Schwab, you’re empowered to make an impact—on your career, your clients, and the quality of service we deliver every day. As part of our specialized Estate Services team, you’ll guide trustees, executors, and heirs, as well as attorneys, and internal partners, through Estate and Divorce processes with clarity, empathy, and sound judgment. Rooted in our culture of integrity, professionalism, and “One Schwab” collaboration, this role places you at the center of meaningful client moments—helping individuals navigate sensitive life events while ensuring accuracy, compliance, and forward momentum.
In this role, you'll primarily support inbound callers, providing clear explanations of requirements, reviewing and interpreting Estate-related materials, and helping clients understand next steps. You’ll apply active listening and emotional intelligence to uncover underlying needs, mitigate risk by applying state regulations and business rules, and partne...
At Schwab, you’re empowered to make an impact—on your career, your clients, and the quality of service we deliver every day. As part of our specialized Estate Services team, you’ll guide trustees, executors, and heirs, as well as attorneys, and internal partners, through Estate and Divorce processes with clarity, empathy, and sound judgment. Rooted in our culture of integrity, professionalism, and “One Schwab” collaboration, this role places you at the center of meaningful client moments—helping individuals navigate sensitive life events while ensuring accuracy, compliance, and forward momentum.
In this role, you'll primarily support inbound callers, providing clear explanations of requirements, reviewing and interpreting Estate-related materials, and helping clients understand next steps. You’ll apply active listening and emotional intelligence to uncover underlying needs, mitigate risk by applying state regulations and business rules, and partne...