Charles Schwab Associate- Operational Services Document Control Support Team in Orlando, Florida


Orlando - FL, ORL2, 1958 Summit Park Dr, 32810

Tammie Raven


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:

The Operational Services organization at Schwab is comprised of centralized teams that support Schwab business goals through the delivery of technology, operations, projects, business continuity, and offshore management. The focus is on maximizing our operating leverage by integrating functions, increasing productivity, and gaining efficiencies in order to better position Schwab to compete in the marketplace and to reinvest in areas that matter most to our clients.

What you’ll do:

As an Operational Services Document Control Support Team Professional you will perform a variety of functions for the team, internal business partners, financial advisors and clients. Our internal partners depend on us in order to process client requests in a timely and accurate manner. Flexibility is a key part of this role as our representatives are asked to switch gears throughout the day in order to support new and changing priorities in the department. This opportunity will report to Cissie Carpenter, Senior Team Manager in Orlando Florida.

Key functions in this role include:

  • Supporting offshore partners with the validation process to ensure proper workflow routing

  • Building quality by reviewing a sample of work processed offshore; through Quality Assurance guidelines

  • Monitoring validation service levels & the Support Team Doc Control email box

  • Assisting with validation during periods of high volume

  • Processing myQ/SWISS tasks within stated service level agreements

  • Overseeing special projects, piloting new functions and participating in testing when needed

  • Demonstrating proficiency with research to be able to assist the team and business partners

  • Creating and deliver training; utilizing MS Office software

  • Providing valuable input on matrix and procedure updates

  • Assisting Orlando and El Paso Document Control teams with research, validation and myQ assistance and education

What you have:

To be effective and succeed in this role, the ideal candidate will demonstrate the ability to build and sustain strong relationships in the team and with internal partners. High level attention to detail, productivity, accuracy and accountability are all key attributes that will mark the finalists for this position. Additional requirements and considerations include:

  • Capacity to prioritize and work efficiently in a structured environment

  • Strong attention to detail with demonstrated ability to process work accurately in a high volume environment.

  • Ability to learn, adapt quickly and understand procedural concepts and complex processes

  • Intermediate to advanced technical skills with the ability to utilize multiple applications at any one time

  • Knowledge and skill with MS Office ( Excel, PowerPoint, Word)

  • Excellent written and verbal skills to articulate thoughts in an accurate, clear and concise manner in all forms of communication (i.e. meetings, IM, email, etc.).

  • Flexibility with regard to both schedule and role as at times associates may be asked to assist in other functions in response to work volumes and business demand

  • Ability to serve as a Subject Matter Expert, and train others in the department

  • Ability to research and resolve client service issues

  • Ability to proactively set and complete goals, taking ownership for one’s personal development and striving to deepen knowledge of Schwab products and services.

  • 2 - 3 years in the securities or financial services industry preferred

  • Associate or Bachelor’s degree preferred, but not required

  • A passion to align with the company brand by owning your career and brand

  • Desire for growth opportunities, ongoing training , and further knowledge in the Financial Services industry

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. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Financial Services-2-5 yrs

Position Located In: FL - Orlando

Education: HS/GED

Job Type: Full Time

Category:Brokerage Operations & Trading

Activation Date: Tuesday, June 12, 2018

Expiration Date: Wednesday, June 20, 2018

Apply Here