Brokerage Client Onboarding & Service Specialist

Charles Schwab; Singapore; On-site; SGD 60,000 - 90,000; Full time

Benefits offered by this job

Pension plan

Volunteer time off

Parental leave

Medical insurance

Employee assistance

Travel insurance

Job summary

Charles Schwab Singapore is seeking a Specialist to support clients and internal partners across account opening, maintenance, cashiering, documentation, and general servicing. The role reviews requests for completeness, applies procedures and regulatory requirements, communicates clearly with clients and partners, and helps resolve issues efficiently.

The ideal candidate has a diploma or degree in business, finance, or related field, experience in brokerage operations or financial services,

Qualifications

• Diploma or degree in business, finance, banking, or related discipline preferred; equivalent relevant experience may be considered.
• Prior experience in brokerage operations, financial services, client service, account opening, account maintenance, compliance, or cashiering preferred.
• Working knowledge of securities-industry practices and familiarity with MAS requirements is preferred.
• Proficiency in Microsoft Office and the ability to learn brokerage and workflow systems quickly.
• No professional licence or certification is required unless specified for the position.

Responsibilities

• Review and process Schwab Singapore account opening documentation, account maintenance requests, and cashiering instructions in accordance with firm procedures and applicable controls.
• Perform required client identification, due diligence, Anti-Money Laundering, sanctions, and related risk-control checks, escalating exceptions or higher-risk matters as appropriate.
• Support clients through phone, email, chat, and in-person channels, including requests relating to account applications, documentation, funding, withdrawals, account access, and general servicing.
• Notify clients and internal partners of missing information, rejected or approved requests, processing status, and required next steps in a clear, timely, and professional manner.
• Review account information and holdings before processing money movement or maintenance requests to reduce the risk of errors, debit balances, restrictions, or client impact.
• Maintain accurate records, case notes, supporting documentation, and evidence of completed reviews in approved systems.
• Partner with regional and global teams, including Compliance, Operations, Cashiering, Tax, Account Services, and business stakeholders, to resolve client and process issues.
• Follow desktop procedures, service-level expectations, quality standards, and escalation protocols while identifying opportunities for continuous improvement.
• Support special projects, remediation exercises, research requests, client events, seminars, and other business priorities when required.

Skills

Client service

Attention to detail

Regulatory compliance

Communication

Microsoft Office

Education

Diploma or degree in business/finance/banking

Tools

Brokerage platforms

Job description

Charles Schwab Singapore is seeking a Specialist to support clients and internal partners across account opening, maintenance, cashiering, documentation, and general servicing. The role reviews requests for completeness, applies procedures and regulatory requirements, communicates clearly with clients and partners, and helps resolve issues efficiently.

The ideal candidate has a diploma or degree in business, finance, or related field, experience in brokerage operations or financial services,