Job TitleWorkplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work - whether that's in the office or remote.Most Schwabbies have the opportunity to work in the office and/or at home based on their preference.Employees may have the flexibility for a hybrid schedule, where they divide their time between working remotely or in the office.Employees and managers can discuss additional flexibility options based on their role, business needs, and individual circumstances.Subject to change. Schwab is continually evaluating its approach to ensuring the safety and well-being of our employees.Specialized in managing the client experience. Transaction services (Cash/Asset movements) for RIA clients.
Manage back office needs and effectively processes advisor transactions using internal workflow systems using departmental standard procedures with a high degree of accuracy.What you are good at:Qualifies validated paperwork, activates, and maintains advisors accountsResearch, resolve and follow-up on applicable cash movementsReview and process cash management, transfer request and banking needs the clients may haveAnalyze all paperwork received, document and notify clients of pending issues, work closely with clients for resolution, and accurately process requests, as they are resolvedPerforming in depth research on issues as well as identify best courses of action to best service the client and protect the firm from liabilityPartner internally with Service Professionals to ensure the appropriate research and resolution of issues in a timely mannerWhat you have:1+ year related experience preferred2 -3 years total experience preferredProficiency in Microsoft Word, Excel and Outlook requiredMust be able to process work with a near perfect error ratioMust exercise independent decision making with service requests to balance client satisfaction against shareholder value2 Year College Degree required4 Year College Degree preferredMilitary education or experience may be considered in lieu of civilian requirements listedPlease note this role will begin with a temporary assignment supporting Green Operations until September 2023 then you'll be transitioned into the Workflow Solutions Team business unit.