Charles Schwab Operations Specialist in Austin, Texas


Austin - TX, AUSTINB, 12401 Research Blvd, 78759

Christal Lynn Fortunato


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:

Charles Schwab has been a leader in financial services for over four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes, is that Schwab continuously improves on being a premier financial service provider through best in class service, technology, products, people and advice. Charles Schwab Bank Trust Services (Schwab Bank) provides trust and custody services for qualified retirement plans, primarily 401(k) plans. Schwab Bank serves Schwab’s bundled retirement product, and is the industry leader in providing trading and custody services through Independent Record Keepers. Our goal is to provide excellent service in a rapidly growing business.

What you’ll do:

  • Support trade execution, settlement and reconciliation for registered and non-market place mutual funds

  • Maintain collective investment, trust funds, equities, fed agencies and non-standard assets including alternative investments held within qualified and non-qualified retirement plans where Charles Schwab Bank is trustee or custodian

  • Assist with setting up new investments by partnering with Client Services Team, fund managers and their agents.

  • Build and sustain strong relationships with clients and partner with internal associates as well as key contacts at contra brokerage firms; and communicate with fund companies and transfer agents.

  • Successful candidate will cross-train to back up co-workers with a primary emphasis on accuracy

What you have:

  • 3 - 5 years financial services experience

  • Ability to work in a fast paced environment

  • Produce high quality of work that adheres to all standards including regulatory and audit requirements

  • Candidates must be able to communicate effectively within a team environment

  • Excel in prioritizing daily functions and dealing with multiple deadlines

  • Must be detail oriented with strong analytic, research, and communication skills

  • Must possess advanced working knowledge of Microsoft Office applications

  • College degree preferred

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • 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.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Trading-less than 2 yrs, Trading-2-5 yrs, Brokerage Operations-2-5 yrs, Banking-less than 2 yrs, Financial Services-less than 2 yrs, Brokerage Operations-less than 2yrs, Financial Services-2-5 yrs, Banking-2-5 yrs

Position Located In: TX - Austin, AZ - Phoenix

Education: BA/BS

Job Type: Full Time

Category:Brokerage Operations & Trading

Activation Date: Monday, June 12, 2017

Expiration Date: Wednesday, July 5, 2017

Apply Here