Charles Schwab Data Aggregation Associate in Raleigh, North Carolina

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:

As a wholly-owned subsidiary of Charles Schwab & Company, Schwab Performance Technologies® at is a leading provider of portfolio management and accounting solutions to more than 3000 independent financial advisor firms. For more than 20 years, we’ve leveraged technology and deep industry expertise to develop powerful portfolio management solutions to help advisors manage their practice.

What you’ll do:

The SPT Data Aggregation Associate supports the data entry requirements of the Turn-key Service teams. The associate will report directly to a manager in the Overland Park office, but will be part of a cross-site team that is based in both Overland Park, KS and Raleigh, NC

  • Augment Turn-key Service teams by maintaining and reconciling aggregated accounts on the ByAllAccounts (BAA) platform.

  • Leverage and expertly use all specialized tools and applications available, including; PortfolioCenter, BAA AccountView, BAA Custodial Integrator, BAA Source Extraction, and MS Excel

  • Conduct BAA AccountView setups for clients, including new firm implementations when assigned. Provide ongoing support to advisors and their staff using AccountView. Fulfill client work orders.

  • Appropriately utilize all resources to resolve client issues. Escalate all issues to either BAA support or your manager. Effectively communicate with BAA support and provide all requested information.

  • Follow up with advisors and business partners on all ongoing issues and tickets in a timely manner. Respond to all client inquiries

What you have:

  • Financial services or technical support experience strongly preferred.

  • Experience with accounting a plus.

  • Knowledge of Schwab Performance Technologies desktop software and BAA web products a plus.

  • Ability to self-manage projects/work independently

  • Good troubleshooting, organizational, and problem solving skills

  • Ability to work well with cross-site and cross-departmental teams

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: NC - Raleigh