Trust Account Support Specialist

Charles Schwab • Wilmington, DE • 1d ago

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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

Schwab's Personal Trust Services ("PTS") organization provides personal trust products and services to Schwab's clients, including individual investors, beneficiaries, RIAs, and corporate fiduciaries. PTS products and services are provided through three separate legal entities; Charles Schwab Trust Company, Charles Schwab Trust Company of Delaware, and Charles Schwab &Co. PTS products cover the full fiduciary, agency, and custody spectrum, including fiduciary trust administration and investment management, directed trustee, trusteed IRA, administrative agency, trust reporting, and trust outsourcing.

The Specialist, Trust Account Support is responsible for supporting trustees with reporting and record-keeping requirements. The job requires both direct contact with internal business partners and external clients and operational activities to complete the trustees' requests. Main functions include establishing accounts, the gathering and record-keeping of assets, and updating account information as requested by the authorized party. Tasks can be among any PTS product/service and may be client facing or back office.

Schwab follows the three lines of defense model of risk governance. The Specialist, Trust Account Support is a first line of defense position for CSTC and CSTCD and assures compliance with all trust company policies and procedures, Schwab's enterprise risk management program, as well as all applicable state and federal banking and trust regulations in the @context of their responsibilities.

Unleash your expertise: what you're good at

Highly client oriented with demonstrated experience in client servicing and relationship management

Prioritizing, managing, and processing complex requests to ensure items are completed within established time frames

Providing superior follow-up, along with excellent interpersonal, verbal, and written communication skills

Attention to detail and accuracy in data input

Working in a team setting to service client needs efficiently and effectively

Anticipating potential risk issues and escalating as needed

What you have

2-3 years of experience in banking or financial industry, including customer service experience

Bachelor's degree or equivalent work experience required

CTFA desired

Understanding of personal trust products and trust administration concepts desired

Highly client-oriented with demonstrated experience in client management

Creative thinker with strong problem-solving ability

Excellent written and verbal communication skills including ability to synthesize data, develop recommendations, influence partners and report on status.

Ability to communicate effectively to varying levels across the organization and build strong partnerships

Excellent organizational skills with the ability to prioritize and handle multiple competing priorities within established deadlines

Ability to embrace change and innovation

Comfortable in a dynamic and fast-moving work environment

Positive attitude, team orientation, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics

SchwabBTSjobs

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. 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

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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

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