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Charles Schwab Remote Client Jobs (NOW HIRING)

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JB061842 - Sr Full Stack Developer

Southlake, TX · On-site +1

Hybrid - Southlake, TX - (Monday - Thursday onsite) - Fridays are remote Interview: Onsite in Southlake, TX - Mandatory Client: Charles Schwab Duration: LONG term Visa Status: ONLY Citizens or Green ...

Dowling Tax Group LLC

Wealth Advisor

Riverside, CT · Remote

Knowledge of systems at Fidelity, Charles Schwab and Advyzon beneficial. Company Description The Dowling Group is a boutique private client wealth advisory firm based in Greenwich, CT. We specialize ...

Dowling Tax Group LLC

Wealth Advisor

Riverside, CT · Remote

Knowledge of systems at Fidelity, Charles Schwab and Advyzon beneficial. Company Description The Dowling Group is a boutique private client wealth advisory firm based in Greenwich, CT. We specialize ...

RIA Recruiting

Client Service Operations Associate

$80K - $100K/yr

We are seeking a permanently remote Client Service Operations Associate to join our team. If you'd ... Wealthbox, Schwab, Altruist, eMoney, Orion, PreciseFP, Nitrogen * Ability to prioritize tasks ...

Savvy Advisors, Inc.

Senior Client Associate

$65K - $75K/yr

In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in ... Prior experience working with custodians such as Fidelity, Charles Schwab, or Pershing Advisor ...

Savvy Wealth

Senior Client Associate

In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in ... Prior experience working with custodians such as Fidelity, Charles Schwab, or Pershing Advisor ...

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Charles Schwab Remote Client information

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How much do charles schwab remote client jobs pay per hour?

As of Aug 28, 2026, the average hourly pay for charles schwab remote client in the United States is $23.07, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $25.48 per hour, depending on experience, location, and employer.

What is a Charles Schwab remote client?

A Charles Schwab Remote Client refers to individuals or businesses who access Schwab's financial services and investment platforms remotely, typically through online or mobile channels rather than visiting a physical branch. Remote clients can manage accounts, trade stocks, access financial advice, and utilize Schwab's digital tools from anywhere with internet access. This approach offers convenience, flexibility, and secure access to a wide range of financial services tailored to clients who prefer digital interaction.

What are the key skills and qualifications needed to thrive as a Charles Schwab remote client service representative?

To thrive as a Charles Schwab Remote Client Service Representative, you need a strong understanding of financial products, customer service expertise, and typically a bachelor's degree or relevant experience. Familiarity with CRM platforms, proprietary Schwab systems, and industry certifications such as FINRA Series 7 or 63 are often required. Excellent communication, problem-solving, and empathy are critical soft skills for building trust and resolving client issues remotely. These capabilities ensure efficient, personalized service and support Schwab’s reputation for client satisfaction in a digital environment.

What are some common challenges faced by remote client service representatives at Charles Schwab, and how can they be overcome?

Remote client service representatives at Charles Schwab often face challenges such as building rapport with clients virtually, managing multiple communication platforms, and staying updated on financial products and compliance requirements. To overcome these, representatives can leverage Schwab's robust training resources, maintain clear and proactive communication with both clients and internal teams, and utilize digital tools provided by the company to ensure seamless service. Regular check-ins with supervisors and participation in team meetings also help remote employees stay connected and supported.

What is the difference between Charles Schwab Remote Client vs Charles Schwab Financial Advisor?

AspectCharles Schwab Remote ClientCharles Schwab Financial Advisor
CredentialsTypically requires basic financial knowledge, Series 7/63 licenses preferredRequires Series 7, 66/63 licenses, and often CFP certification
Work EnvironmentRemote, client-facing, primarily via phone and onlineOffice-based or hybrid, client meetings in person or virtual
Employer & Industry UsageUsed by Charles Schwab for client support rolesUsed by Charles Schwab for client financial planning and advice

The Charles Schwab Remote Client role focuses on providing support and guidance to clients remotely, often with less formal certification requirements. In contrast, a Charles Schwab Financial Advisor offers comprehensive financial planning, requiring advanced certifications and often in-person client interactions. Both roles serve different client needs within the same industry, with the Remote Client position being more accessible for entry-level or support staff.

Infographic showing various Charles Schwab Remote Client job openings in the United States as of August 2026, with employment types broken down into 90% Full Time, and 10% Part Time. Highlights an 10% Hybrid, and 90% Remote job distribution, with an average salary of $47,994 per year, or $23.1 per hour.

Senior Client Services Specialist, Family Office

Aldrich

Remote

$75K - $105K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 28 days ago

Job description

We are seeking a professional and detail-oriented Senior Client Services Specialist, Family Office to join our Family Office division. In this role, you will support ultra-high-net-worth (UHNW) client relationships by delivering accurate, timely, and high-touch operational service in partnership with advisors and senior team members. The Senior Client Services Specialist, Family Office plays a critical role in supporting complex client structures, alternative investments, custodial service requests, client onboarding, reporting workflows, billing and ongoing account maintenance. The ideal candidate demonstrates strong attention to detail, professionalism in client communications, and the ability to support multiple priorities in a fast-paced environment.
Why Aldrich Wealth
Aldrich Wealth is a dynamic, fast-growing, and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $7 billion in assets.
Our holistic approach, paired with high-touch service, weaves together financial planning, wealth-building, wealth-preservation, and life goals. We guide our clients through today's financial complexities to protect and grow their financial assets for tomorrow.
Check out more about Aldrich at https://wealthadvisors.com/.
You'll Get a Chance To
  • Manage the day-to-day servicing of Family Office client accounts, including new account opening, account maintenance, complex account administration, and custodial requests for accounts held at Charles Schwab.
  • Coordinate new client onboarding, including account setup, regulatory disclosures, CRM and portfolio system administration, and document management.
  • Execute client transactions, including wires, ACHs, journals, transfers, tax payments, and other service requests with accuracy and urgency.
  • Support alternative investment operations, including subscription documents, capital calls, distributions, KYC documentation, and reporting.
  • Partner closely with advisors and cross-functional teams-including trading, compliance, tax, and reporting-to deliver an exceptional client experience.
  • Build strong relationships with clients, custodians, and internal partners while contributing to workflow improvements, team knowledge-sharing, and cross-functional support.

What You Should Know
This is a full-time position. Regardless of the work location or time zone, this role requires generally availability during our standard office hours of Monday - Friday, 8 AM - 5 PM Pacific Time to support collaboration with our teams and clients. This is a full-time position that may be based in one of our local offices, hybrid or fully remote in the following states: California, Oregon, and Washington. We will also accept applications from Idaho, Utah, Colorado, Missouri, Tennessee and Texas.
Candidates must be legally authorized to work in the United States without the need for employer sponsorship.
Requirements
What You Bring to the Team
Required:
  • 5+ years of client service, operations, or relationship support experience in wealth management, preferably within an RIA.
  • Experience supporting high-net-worth or ultra-high-net-worth clients and partnering closely with advisors.
  • Experience working with RIA custodians, preferably Charles Schwab, including account opening, maintenance, service requests, forms navigation, document handling, and custodial workflows.
  • Strong working knowledge of account registrations, including trusts, IRAs, foundations, donor-advised funds, and entity accounts.
  • Strong working knowledge of investment products, including stocks, bonds, mutual funds, managed accounts, and alternative investments.
  • Experience supporting alternative investment operations, including subscription documents, capital calls, distributions, KYC documentation, and reporting.
  • Experience using CRM and portfolio management systems to manage client accounts, workflows, and reporting.
  • Proficiency with Microsoft Office core applications.
  • Exceptional organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. Excellent written and verbal communication skills.

Preferred:
  • Bachelor's degree in Finance, Business, or a related field.
  • Experience with Charles Schwab Advisor Center.
  • Family Office experience supporting trusts, foundations, entities, or multi-generational households.
  • Experience with Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe, or similar platforms.

How We'll Reward You
At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:
Comprehensive Health Benefits and Retirement Savings:
  • Medical, dental, and vision insurance
  • Life and disability insurance
  • Health savings (annual contribution of $1,500), flexible spending accounts, and dependent care benefits
  • 401(k) plan with 1.5% match and 5% annual discretionary profit sharing

Generous Time Off:
  • 4 weeks of vacation and sick leave combined into a Paid Time-Off bank
  • 10 Paid Holidays, including two Floating Holidays
  • 16 Hours of Volunteer Time
  • Paid Sabbaticals and Paid Parental Leave

This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the exempt full-time position is $75,000-$105,000 + DOE. You may also be eligible to participate in a variable compensation program.
For a full summary of our benefit offerings, check out Life at Aldrich here .
To Apply
Please submit your resume and cover letter (optional).
We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.
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Salary Description
$75,000-$105,000 + DOE

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