Specialist - Operations, Brokerage retirement accounts

Charles Schwab • Omaha, NE • 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.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship now or in the future.

We believe in the importance of in-office collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations.

Personal Choice Retirement Service (PCIS) helps companies, and their employees manage brokerage-related products and services in their retirement plans. PCIS is growing rapidly by providing an industry leading platform to better serve the retirement plan needs of Plan Sponsors, Participants, Third-Party Administrators (TPAs) and Investment Advisors.

As an Operations Specialist, you will provide a wide range of operational project support to PCIS clients (Plan Sponsors, Participants, TPAs and Advisors) to enhance the client experience and increase loyalty. Analyze and respond to issues related to account management, problem resolution, account transfers, and/or solution-based service enhancements. Accurate/timely data-entry and quality assurance reviews.

What you'll do:

Responsible for assisting the Personal Choice Investment Services (PCIS) in performing operational functions in a Business-to-Business environment.

Collaborate with internal partners in delivery of timely and accurate information in response to service and/or operational functions.

Manage multiple tasks effectively such as, data-entry and Quality Assurance Reviews by balancing high productivity with excellent service quality while meeting or exceeding established service level standards.

Analyzing, researching, and resolving cases by working with manager and communicating effectively with the appropriate internal resources.

Participate in on-going projects.

Perform duties with confidence, minimal supervision, and sound judgment to mitigate risk for the firm.

Adhere to all compliance/risk procedures and follow corporate and industry protocols.

Review documents for completeness and accuracy

Process documents received

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

Minimum of 2+ years of experience in Brokerage Operations

Accuracy and attention to detail (typing, reading etc.)

Must have a sense of urgency, excellent operational, organizational and follow-up skills with the ability to manage and process complex work.

Possess advanced analytical skills with the ability to prioritize complex tasks

Excellent technical skills, with the ability to utilize multiple applications at one time, including MS Word and Excel, internet researching, database systems, and email.

Excellent listening and communication skills, both verbal and written

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

Capable of working well with diverse groups and individuals with willingness to learn and assist where needed.

Must exercise independent decision making with service requests to balance client satisfaction against shareholder value

Must be willing and motivated to deliver proactive communication to clients.

Preferred Qualifications:

Understanding of rules governing qualified retirement plans and working knowledge of ERISA.

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

workplacejobs

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.

Similar Jobs

(PRI) Tire & Battery Technician - Automotive Sam's Club

Walmart • Omaha, NE • 10h ago

IT & Engineering

Position Summary... As a Tire & Battery Center Technician you will work to provide safe and efficient service in both the sales and service areas of the department and deliver to our members more of what they love, f...

10h ago

Go to Apply

Academic Electrophysiology Cardiologist

Catholic Health Initiatives • Omaha, NE • 10h ago

Hospital & Medical

Job Summary and Responsibilities As our Electrophysiology Cardiologist , you will join the nationally recognized CHI Health Heart Institute and Creighton University School of Medicine in Omaha, Nebraska. You will be part...

10h ago

Go to Apply

Automotive Business Consultant - AutoVision

Reynolds & Reynolds • Omaha, NE • 12h ago

Management & Administrative

Consulting Full Time Position Description Note: This is a HIGH travel position. Must be willing to travel, with overnight hotel stays, up to 5 nights per week (every week).\nReynolds and Reynolds is looking for experienc...

12h ago

Go to Apply

Project Scheduler - Hospital/Healthcare Construction

Kiewit • Omaha, NE • 13h ago

Trucking & Construction

Requisition ID: 182099 Job Level: Senior Level Home District/Group: Kiewit Building Group Department: Project Controls Market: Building Employment Type: Full Time Position Overview Become an integral part of our construc...

13h ago

Go to Apply

Sr. Estimator - Healthcare/Hospital Construction

Kiewit • Omaha, NE • 13h ago

Trucking & Construction

Requisition ID: 182098 Job Level: Mid Level Home District/Group: Kiewit Building Group Department: Estimating Market: Building Employment Type: Full Time Position Overview Kiewit Building Group is looking for a Sr. Estim...

13h ago

Go to Apply

Senior National Account Manager

Indeed • Omaha, NE • 16h ago

Management & Administrative

Our Mission As the world's number 1 job site*, our mission is to help people get jobs. We strive to cultivate an inclusive and accessible workplace where all people feel comfortable being themselves. We're looking to gro...

16h ago

Go to Apply

Retail Store Manager

L'Oreal USA • Omaha, NE • 19h ago

Retail & Hospitality

Home ( https://careers.loreal.com/en\US/content/Home ) / Job Search ( https://careers.loreal.com/en\US/jobs/SearchJobs ) / 253435 Retail Store Manager Omaha, NE, Nebraska Apply now ( https://careers.loreal.com/en_US/jobs...

19h ago

Go to Apply

Nursing Assistant- Surgical Specialty Clinic- Operating Room

Veterans Affairs, Veterans Health Administration • Omaha, NE • 19h ago

Hospital & Medical

Summary This Nursing Assistant position is located within the Operating Room/Surgical Suites at the VA Medical Center in Omaha, Nebraska, where Veterans receive surgical procedures to improve their quality of life. The N...

19h ago

Go to Apply

Nurse Float Pool

Catholic Health Initiatives • Council Bluffs, IA • 21h ago

Hospital & Medical

Job Summary and Responsibilities As a Campus Float Nurse at CHI Health, you will bring your clinical expertise to provide exceptional patient care across multiple units. Every day, you will build trust in these interacti...

21h ago

Go to Apply

Business Manager/ SBO- ANTICIPATED

Glenwood Community School District • Glenwood, IA • 22h ago

Management & Administrative

Business Manager/ SBO- ANTICIPATED JobID: 1737 Position Type: Administration/ Business Manager Date Posted: 8/28/2026 Location: Glenwood Community School District Central Office Date Available: 09/18/2026 Closing Date: U...

22h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)