Your opportunityAt 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. Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation. The CSIM team is passionately committed to helping investors achieve their financial goals. Our organization provides clients guidance and education through investment research and financial planning support. Next, we manage a $2.6 trillion platform that allows investors to implement that guidance by selecting among thousands of investment products from hundreds of asset managers, including over $600 billion in Schwab managed mutual funds, ETFs, and managed accounts. Finally, we offer advisory services, discretionary portfolio management and decision-making tools, as well as Schwab’s private wealth management offering. At CSIM, we live an inclusive culture that drives increased diversity, builds a stronger community, creates high employee engagement, and provides professional growth for all employees, making us a top employer in the money management business.The CSIM SMA Operations and Trade Support Team is responsible for providing focused support to Portfolio Managers and Traders for trade order generation, tax loss harvesting and account maintenance on behalf of Schwab’s separately managed account (SMA) products. In addition, the team is responsible for several strategic, multi-year projects, cross-functional reporting, as well as ad-hoc operational strategy support to other teams within the larger organization. We hold ourselves to the highest of standards and strive to create a strong, reliable, and durable operational environment that scales with our growth.Key Responsibilities:The Specialist will play a key role in managing client assets against our proprietary models, fulfilling client requests, supporting order generation and assisting in the creation and maintenance of vital client records. The Specialist will:
Effectively partner with a large, geographically dispersed team
Effectively process and manage all client account maintenance requests
Troubleshoot and report issues related to system generated account lifecycle workflows
Effectively process and maintain client restrictions resulting from corporate actions
Liaise with partners in Managed and Advised Account Operations, CSIM Client Services, SAM SMA Reconciliation and Performance, SAM SMA Order Generation, and Investment Guidelines Oversight to maintain client accounts and execute client requests accurately and in a timely manner
Create and maintain desktop procedures, job aides, and checklist documenting best practices
Learn how to support other CSIM SMA products in a backup capacity
Work on ad hoc projects or initiatives to support the team
What you haveRequired Qualifications:
Bachelor’s degree required
Preferred Qualifications:
Experience at a financial firm desired, but not mandatory
Excellent written and verbal communication skills
Excellent finance or math skills
Strong analytical skills with a superior level of attention to detail
Proficient with Microsoft products Excel, Word and PowerPoint. Ability to quickly learn new software applications.
Interest in gaining knowledge about investment management
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.What’s in it for youAt 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:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
CO Salary Range: USD $49,100 - $90,000 / YearWhat’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:401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insuranceSchwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
Full-time