Charles Schwab Clearing Services Specialist, Lone Tree - CO in Lone Tree, Colorado
Lone Tree - CO, BRCOQ4, 9899 Schwab Way, 80124-5377
Toni L Pohle
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 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 goal in Asset Management Operations (AMO) is to be the most admired and respected Mutual Fund operations group within the Industry. We are known for our spectacular customer service and flawless execution; our industry leading efficiency and cost structure; the quality and breadth of our product offering; and the unparalleled professionalism of our employees. Clearing Operations holds $200 billion dollars in Mutual Fund assets and continues to be a growing business for the Firm.
What you’ll do:
A Specialist within AMO Clearing Services performs functions related to Broker / Dealer Mutual Fund Operations transfer processing. The environment is fast paced, technical and requires strong customer service skills.
The successful Clearing Operations Specialist demonstrates the following:
Maintains excellent working relationship with the Clearing Clients, their peers, internal business partners, and counterparties within the Industry.
Effectively handles client issues and always put the client first, while demonstrating technical proficiency
Meet multiple deadlines throughout the day is a high priority
Uses multiple systems within the department
What you have:
Ability to be an active member of and role model within a Team
Proven experience collaborating across business units
Ability to improve productivity through suggestion of implementation of process improvements and/or system enhancements
Previous experience supporting clients with sound customer service skills and judgement
1-2 years of back office/operations financial industry experience is preferred
Series 7 & 63 is preferred
BA or BS preferred
Excellent written and verbal communication skills
Complex problem solving skills
Strong analytical, research, data entry and prioritization traits
Strong interpersonal and teamwork qualities
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 http://www.aboutschwab.com/careers/lifeatschwab/" .
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.
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: None
Relevant Work Experience: Brokerage Operations-less than 2yrs, Financial Services-less than 2 yrs
Position Located In: CO - Lone Tree
Job Type: Full Time
Category:Brokerage Operations & Trading
Activation Date: Friday, July 7, 2017
Expiration Date: Saturday, July 22, 2017