Westlake, Texas, United States · On-site
$26/hr–$40/hr
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, execut…
Skills: Call center operations, Financial services, Legal documentation, Estate services, Active listening
Austin, Texas, United States · Hybrid
$59k–$67k/yr
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. S…
Skills: Client Relationship Management, Problem Solving, Active Listening, Clear Communication, Empathy
Dallas, Texas, United States · On-site
Overview The Contract / Risk Analyst is responsible for reviewing contracts, subcontracts, and related project documents to identify risk exposure and support sound business decisions across company operations. This role…
Skills: Contract administration, Risk analysis, Construction contracts, Insurance provisions, Indemnity clauses
Austin, Texas, United States · On-site
Working in our no-haggle sales environment, the F&I Manager makes credit decisions, submits deals to our lenders for approval and helps bridge disconnects in the sales process. With your background in automotive sales or…
Skills: Automotive sales, Finance and insurance, Customer service, Consultative selling, Credit decisioning
Denton, Texas, United States · On-site
$17/hr–$20/hr
Location: Texas Woman's University We are hiring immediately for a full time MARKETING ASSISTANT position. Address: 1610 Bell Avenue, Denton, TX 76209. Note: online applications accepted only. Schedule: Full time schedul…
Skills: Marketing, Communications, Public Relations, Business Administration, Clerical Support
Dallas, Texas, United States · On-site
Overview The Contract / Risk Analyst is responsible for reviewing contracts, subcontracts, and related project documents to identify risk exposure and support sound business decisions across company operations. This role…
Skills: Contract Administration, Risk Analysis, Construction Contracts, Indemnity Analysis, Insurance Provisions
Houston, Texas, United States · On-site
$41k–$46k/yr
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place …
Skills: Loan Documentation, Lease Documentation, Proof-reading, Customer Service, KYC Compliance
Houston, Texas, United States · On-site
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our c…
Skills: Customer Relationship Management, Financial Product Knowledge, Cash Handling, Bilingual Spanish, Digital Banking Tools
Dallas, Texas, United States · On-site
ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in institutional-quality rental …
Skills: Entrata, Yardi, OneSite, Bookkeeping, Financial Reporting
Houston, Texas, United States · On-site
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Position Summary The Personal Banker is responsible for providing su…
Skills: Member Service, Loan Origination, Account Maintenance, Cash Handling, Financial Needs Analysis
Fort Worth, Texas, United States · On-site
JLL empowers you to shape a brighter way. Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring …
Skills: Transaction Management, Corporate Real Estate, Contract Negotiation, Financial Analysis, Market Data Analysis
Killeen, Texas, United States · On-site
We are seeking an experienced and motivated Property Manager to oversee the daily operations of a residential/commercial property. The Property Manager will be responsible for ensuring tenant satisfaction, maintaining th…
Skills: Property Management, Leasing, Tenant Relations, Budget Management, Leadership
Houston, Texas, United States · On-site
Texas BU - Region 03 - Market 08: 7802 Westheimer Rd, Houston, Texas 77063 Shift Availability Flexible Availability Job Type Minimum Qualifications The minimum qualifications for a Store Manager are: High School diploma …
Skills: Leadership, Staff Training, Inventory Control, Cash Management, P&L Management
Dallas, Texas, United States · On-site
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who tr…
Skills: P&L Management, People Management, Strategic Planning, Retail Consumer Deposit Banking, Consumer Lending
Sugar Land, Texas, United States · Hybrid
Who We Are Nexus Water Group is a leading regulated water and wastewater utility serving more than 1.3 million people across 12 U.S. states and 2 Canadian provinces. “Nexus” means connection. Through the essential water …
Skills: Financial Analysis, Account Reconciliation, Internal Controls, Regulatory Compliance, Financial Reporting
Killeen, Texas, United States · On-site
$32/hr–$40/hr
Hancock Claims Consultants specialize in Ladder Assist and Property Inspection Services, collaborating directly with numerous insurance agencies for efficient claims management. At Hancock, we are at the forefront of cla…
Skills: Roof Inspection, Ladder Safety, Property Assessment, Customer Service, Detail Oriented
Irving, Texas, United States · On-site
it's what's inside that counts _______________________________ There’s more to CMC than our products and the buildings, structures, and roads they go into. At CMC, it’s the people inside our recycling centers, fabricatio…
Skills: Collections Management, SAP, HighRadius, Accounts Receivable Automation, Construction Lien Law
Dallas, Texas, United States · Remote OK
Establishment Labs is changing the medical device, breast health, aesthetics and reconstruction industry by designing, developing, and manufacturing an innovative portfolio of advanced medical aesthetic device technologi…
Skills: Financial Planning, Budgeting, Forecasting, Financial Modeling, Performance Management
San Antonio, Texas, United States · Hybrid
$64k–$120k/yr
At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better wor…
Skills: Auditing, Financial Analysis, Accounting Concepts, Data Analytics, Project Management
McKinney, Texas, United States · On-site
Meets customer expectations of service and professionalism while assisting in a variety of basic customer checking, savings, and credit account transactions. Other responsibilities include the sales of cashier's checks, …
Skills: Customer Service, Cash Handling, Financial Transactions, Interpersonal Skills, Mathematical Skills
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
You will guide trustees, executors, and heirs through estate and divorce processes by providing clear explanations and reviewing legal documentation. Additionally, you will partner with internal teams to resolve escalations and ensure compliance with state regulations and business rules.
Candidates must have at least one year of operational experience in call center, legal, or financial services and hold a bachelor's degree in a relevant field. Strong communication skills, emotional intelligence, and the ability to interpret complex documentation are essential for this role.
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 partner with internal processing teams to ensure timely and accurate resolution. Drawing on curiosity, critical thinking, and professionalism, you’ll navigate gray areas, resolve escalations, and contribute to a positive experience that strengthens long-term loyalty.
You’ll deepen your expertise through comprehensive on-the-job training, learning how to interpret documentation, assess complex scenarios, and apply structured decision-making in a way that builds client confidence.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
Our job postings highlight the skills needed to perform in the role and the capabilities you’ll use daily to deliver meaningful client outcomes.
Required Qualifications
· Minimum 1-year operational experience in call center, legal or financial services including brokerage, banking, legal/paralegal, or research.
· Bachelor’s degree in finance, economics, business administration, or equivalent work experience.
· Ability to understand client needs by listening for both what is said and what may be underlying, and responding with clarity that helps clients feel supported during sensitive moments.
· A steady, composed approach when conversations become emotionally charged, helping guide interactions toward resolution in a professional and reassuring manner
· Comfort working through detailed documents and processes with care, ensuring information is captured, interpreted, and applied accurately.
· The ability to learn and apply new information quickly, incorporating feedback into your work and adapting your approach as expectations or requirements shift.
· Confidence navigating systems, tools, and workflows to interpret requirements and translate complex information into clear next steps for clients and internal partners.
· A thoughtful communication style that helps de-escalate concerns, brings clarity to complex or ambiguous situations, and builds trust through calm, measured guidance.
Preferred Qualifications
· Active Series 7 & 63 licenses (preferred, not required).
· Experience interpreting legal documents or working with Estates distribution preferred.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good. Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us. Social Media Disclosures: https://www.aboutschwab.com/social-media (#0424-TM8W)
Offices: 3000 Schwab Way, Westlake, Texas 76262, US · 211 Main St, San Francisco, CA 94105, US · 9899 Schwab Way, Lone Tree, CO 80124, US · 2423 E Lincoln Dr, Phoenix, Arizona 85016, US · 200 S 108th Ave, Omaha, Nebraska 68154, US
Based on 3730 listings with disclosed salaries, most finance & accounting jobs in Texas pay between $65k–$187k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 16,821 open finance & accounting positions in Texas listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include JPMorganChase, Frost, Prosperity Bank, Bank of America, Wells Fargo, among others. Browse the listings above to see every active employer.
Yes — 4990 of the 16821 open finance & accounting positions offer remote or hybrid work (1763 remote, 3227 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
