Specialist, Banking Operations

Charles Schwab • Westlake, TX • 2h 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 location(s).

The Charitable Operations team is part of the Banking Operations organization. We are the operation vehicle and a highly collaborative partner of the Schwab Charitable Fund, which is an independent public charity created to help increase charitable giving in the United States by offering the flexible giving solution of a donor-advised fund account.

Charitable Operations is entrusted to handle a large spectrum of daily operational functions to support the Schwab Charitable Fund business such as money movements by way of internal transfers, wires, and check disbursements, reallocation and pool fund trades, account maintenance, and other complex tasks pertinent to this niche role. As a specialist, you will belong to a team that is imperative to the daily operations of Schwab Charitable Fund and expected to process time-sensitive, high-risk client transactions. Success in this fast-paced, high-volume, deadline-driven environment requires strong attention to detail and the ability to build relationships across the firm.

WHAT YOU'LL DO:

Provide exceptional, prompt, and thorough service to our clients who hold donor-advised fund accounts by ensuring thorough and proactive solutions to their work items. These clients are often high net worth or ultra-high net worth individuals.

Provide prompt and thorough service to DAFGiving360 via multiple channels in order to effectively communicate and educate next-steps, problem resolution, and risk mitigation when it comes to expedited and/or escalated work items.

Maintain a high degree of accuracy, assess risk, and make sound business decisions while resolving work items on first-touch as often as possible and with a high degree of efficiency.

Effectively switch gears throughout the day to assist with meeting critical cut-off times or high-volume processing.

Communicate effectively via multiple channels with peers, leaders, and other business partners to ensure items are handled expediently in order to minimize risk. This may include written and/or verbal communications.

What you have

Required Qualifications:

3+ years' experience in client service or operations with brokerage/financial industry preferred

Proficient in at least two move money processes required

Preferred Qualifications:

Excellent analytical skills, including the ability to anticipate issues and to design appropriate solutions

Self-motivation, able to work independently to bring complex cases to conclusion

Experience working with multiple systems in a dual monitor environment, and intermediate computer skills (including Microsoft Office products) are required.

Flexible and willing to work extended hours/overtime during the year-end peak season (mid- November to mid-January)

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

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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