Position Type: Regular
Your opportunity
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.
Client Reporting and Security Service (CRSS) is a department within Client Service & Support's (CS&S) Operational Support division. CRSS is an escalation team that promotes client loyalty by providing high quality subject matter expertise to our clients and internal business partners. CRSS team members are provided ongoing and hands-on training to support departments that encompass a variety of subject matters including Schwab client tax reporting, cost basis, corporate actions, securities operations, distributions, and client reporting products. The work performed is detailed, and explanations must be communicated in a clear and effective manner as clients can make financial decisions based on the information given. We have teams in Orlando, Indianapolis, Denver, Phoenix and Westlake. Explore a challenging opportunity to join a critical department within CS&S's Operational Support division that provides specialized phone support and resolution to client inquiries.
- Answer questions on a wide assortment of technical operational subjects including but not limited to Tax, Cost Basis, Corporate Actions, Distributions, Proxy, Class Action and Securities Operations.
- Effectively manage and evaluate risk when reviewing client accounts and provide support related to varying operational subjects.
- Set proper expectations when assessing and resolving client issues.
- Deliver unparalleled value and outstanding service to our internal and external clients.
- Recognize risks and acts to mitigate firm exposure.
- Work collaboratively and effectively with others.
What you have
To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
- 1-2 years in financial services, college degree or equivalent experience.
- Subject matter knowledge within one or more of the following areas: Corporate Actions, Distributions, Security Processing, Tax Reporting and Cost Basis.
- Excellent interpersonal skills and the ability to communicate in a clear and concise manner.
- Ability to analyze complex problems, with strong attention to detail and ability to provide effective solutions.
- Ability to accurately and quickly resolve client service issues while providing world class service to internal and external clients.
- Exceptional critical thinking skills and the ability to exercise sound judgment.
- Adaptable to working in a high volume, fast paced environment.
- Strong working knowledge of Schwab internal systems, tools, and resources.
Preferred Qualifications:
- Previous brokerage/financial services experience
- Series 7 and 63 licenses
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
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:
- 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
