Estate Services: Client Relations Specialist
The Charles Schwab Corporation
The Charles Schwab Corporation is seeking an Estate Relationship Specialist in the United States to resolve estate cases and provide expert guidance to clients and advisors. The role involves interpreting legal documents, communicating with clients and attorneys, and mitigating risk while upholding firm policies. Responsibilities include handling cases end-to-end, using internal imaging systems, and collaborating with internal partners to resolve inquiries and maintain client loyalty. #J-18808-Ljbffr The Charles Schwab Corporation
Vacancy posted 2 days ago
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