Workflow Operations Associate

Sua oportunidade

= *** impacto em sua carreira. Aqui, o pensamento inovador atende à solução criativa de problemas, ajudando -nos a "desafiar o status quo" e transformar a indústria financeira juntos.  Entendemos suas necessidades e trabalhamos lado a lado, fornecendo o apoio para ajudá -los a gerenciar sua empresa e atingir seus objetivos.  Na equipe centralizada de soluções de fluxo de trabalho, nossa missão é fornecer suporte de fluxo de trabalho de qualidade, oportuno e eficiente para nossas equipes de serviço e nossos consultores. Isso pode incluir funções de caixa, casos de manutenção de contas, casos de verificação de clientes, etc. O processamento oportuno e preciso desses itens é crítico para o sucesso de nossos negócios. Trabalho transacional, auto-direcionado e desenvolve rapidamente uma compreensão de nossos negócios e do setor de serviços financeirosJune 2nd, 2025***

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.

In Advisor Services we have built our business on serving the needs of Registered Investment Advisors (RIAs) and advancing an industry that helps the advisor and their clients thrive.  We understand their needs, and work side by side providing them the support to help them manage their firm and meet their goals.  In the centralized Workflow Solutions team, our mission is to provide quality, timely and efficient workflow support to our service teams and our Advisors.

Our Workflow Solutions Associate is primarily focused on the operational work submitted by our Advisors, communicating generally electronically and making outbound calls to our Advisors on work that is not in good order. This may include cashiering functions, account maintenance cases, client verification cases, etc. The timely and accurate processing of these items is critical for the success of our business.

What you have

Required qualifications

• Bachelor’s degree or equivalent work experience

Preferred qualifications

• Excellent operational and organizational skills with the ability to manage transactional work, self-direct, and quickly develop an understanding of our business and the financial services industry 
• Disposição de girar e mudar constantemente o foco com base nas necessidades de toda a equipe e organização
• Strong interpersonal, listening, verbal and written communication skills 
• Ability to work in a fast-paced, high-volume organization that remains committed to a secure and client-focused experience  
• Team orientation, enthusiasm, professionalism and strong work ethic  
• Mínimo de 1 ano em serviços de consultor preferidos - Conhecimento de produtos para serviços de consultor, serviços, recursos de marketing, materiais de vendas e também demonstrado conhecimento da indústria de corretagem
• Preference for prior customer service and operational experience 

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

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