What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

Operational Services- Move Money Solutions

Charles Schwab’s Banking Operations is responsible for risk prevention, processing of money movements, and education of policies and procedures related to money movement.  We focus on maximizing operating leverage by integrating functions, increasing productivity, and gaining efficiencies in order to better position Schwab to compete in the marketplace and to reinvest in areas that matter most to our clients.As an elite team of experts, we are committed to delivering efficient solutions that maximize trust while minimizing risk by owning every client interaction through clients’ eyes.

As a Banking Operations Associate, you will promote client loyalty by providing the highest quality support to our internal and external customers via outbound phone calls relating to the movement of funds. You will be a primary contact for our branch partners and clients, internal partners, and external clients, and provide “best in class” service by:

• Effectively managing and evaluating risk while processing disbursement requests, depositing funds, and processing of internal transfers.
• Assess and resolve client issues that relate to deposits and disbursements by helping clients “Own their Tomorrow”. You will assist clients in navigating through money movement solutions and servicesavailable at Schwab.
• Problem solving and conducting research/special requests through the use of internal processing systems, phone and emails.
• Identifying situations where escalation is warranted and the ability to take action quickly in a high-risk environment.
• Performing work that is detailed and communicated in a clear, effective manner.
• Work collaboratively and effectively with others in a fast-paced environment.
• Proactively educate clients and internal partners on our processes and services.
• Support business initiatives by developing strong partnerships.
• Handle escalations when warranted and the ability to take action quickly in a high-risk environment by assessing and resolving clients’ issues.
• Demonstrate leadership and ability to be a role model and mentor to your peers.
• Proactively looks for opportunities to improve processes and procedures.
• Work cooperatively with others to produce innovative solutions.
• Foster teamwork in a diverse work environment.

What you have

What you have

• 3+ years’ experience in client service or operations with brokerage/financial industry required.
• Bachelor’s degree or equivalent work experience preferred.
• Ability to quickly learn new technology and utilize a variety of data and systems in order to proactively identify solutions to meet client needs.
• Self-driven and demonstrated ability to work in a high volume environment.
• Intermediate technical skills, with the ability to use multiple applications simultaneously and efficiently, including Windows, internet research, database systems, and email.
• Excellent operational and follow-up skills with the ability to manage complex work.
• Engaging interpersonal, verbal, and written communication skills.
• Demonstrated ability to be self-directed, and quickly develop a full understanding of our business.
• Entry level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry is needed.
• Positive attitude, team oriented, enthusiastic, professional, forward thinker and strong work ethic.
• Due to nature of risk with responsibilities, attention to detail and accuracy are required.

Client Relationship Specialist – Kansas City, MO

As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You’ll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn’t required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.

To read more about our client offerings visit: Charles Schwab – Investor Services

What you have

Required Qualifications:

• 1+ years of Client/Customer Service experience

Preferred Qualifications:

• Previous experience in Financial Services/Wealth Management and/or closely related industry.
• While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
• Ability to handle client needs with tact and diplomacy
• Outstanding written and oral communication skills
• Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
• Ability to build and maintain good cross-enterprise working relationships
• Basic understanding of brokerage regulations and rules that govern client accounts
• May be asked to become a Notary

Financial Services Representative

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.

Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial
futures. In this role, you’ll learn to educate clients about investment strategies, trading tools, market
mechanics, and retirement choices. You’ll engage with, and be an advocate for, clients when
answering inbound calls, taking ownership, and tackling complex issues to offer the best possible
solution. You’ll also take charge of your own professional journey by attending the Schwab Service
Academy (SSA), which provides you with the paid training, study time, and support you need to
obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to
pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients –
this role is for you.

We offer a competitive pay and bonus package. Starting compensation for this location begins at $54,100 during training , plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $61,700 ($56,100 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.