Charles Schwab Operations Associate in Austin, Texas

We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

The purpose of the Asset Operations department within Schwab Retirement Business Services (RBS) is to meet the needs of Plan Administrator Services and Retirement Plan Services channels for account and security maintenance, trading & transfer of assets, reporting, reconciliation and income processing for the various investment vehicles offered by RBS.

What you’ll do:

The operations associate will utilize numerous applications for processing mutual fund-related activities and account opening/maintenance for various retirement plan products. Candidate will be responsible for effectively prioritizing multiple functions including reviewing assets for availability, analyzing plan documents, performing plan maintenance and setting up accounts in accordance with department procedures. Successful candidate will cross-train to back up co-workers and process requests with a primary emphasis on accuracy. Candidate will need to prioritize multiple tasks effectively while maintaining continuous communications with management and other support business partners.

What you have:

  • Ability to work in a fast paced environment, attention-to-detail, willingness to learn new functions and outside-the-box thinking are a must.

  • Superior verbal and written communication skills.

  • Ability to adapt to consistent pace of change.

  • Bachelor's Degree Required.

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions

  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Position Located In: TX - Austin