Advisor Services Workflow Operations Associate

Charles Schwab; Lone Tree (CO); On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical after 5+?

Paid parental leave and family packing

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Workflow Solutions Associate to support Schwab Advisor Services. You will review and process advisor-submitted requests, communicating mainly via email with occasional calls to clarify details.

The role emphasizes accuracy, timely action, and clear, professional interaction. Training is provided to assess client materials like money movements and identity verification, requiring adaptability, critical thinking, and meticulous attention to detail in a fast-paced

Qualifications

• Ability to review information carefully, catch errors, and follow procedures with precision.
• Demonstrated ability to create positive experiences by listening actively, responding thoughtfully, and helping others resolve issues.
• Drives positive client outcomes by applying structured, service-oriented thinking.
• Demonstrated ability to recognize potential risks and apply sound judgment when following established procedures.
• Ability to adjust quickly to changing priorities, new information, or unexpected challenges while maintaining focus.

Responsibilities

• Review and process advisor-submitted requests as part of Schwab Advisor Services.
• Engage primarily through electronic communication, with occasional outbound calls to clarify items.
• Assess client materials such as money movements, account updates, and identity verification.
• Apply sound judgment in a structured environment to deliver clarity and momentum.
• Maintain timeliness and accuracy to support advisors in serving their clients.

Skills

Attention to detail

Active listening

Structured thinking

Risk awareness

Adaptability

Education

Bachelor's degree or equivalent skills

Job description

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.

In Schwab Advisor Services, we support independent financial professionals by helping them run their businesses smoothly and confidently. As a Workflow Solutions Associate, you'll be part of the team that keeps things moving behind the scenes, making sure requests are handled quickly, accurately, and with care.

In this role, you'll be at the heart of our operational engine by reviewing and processing advisor-submitted requests. You'll engage primarily through electronic communication, with occasional outbound calls to clarify and resolve items that require attention. Every interaction is an opportunity to deliver clarity, confidence, and forward momentum.

You’ll receive comprehensive on-the-job training to assess and advise on client materials, such as money movements, account updates, and identity verification. You'll learn how to navigate complex scenarios and apply sound judgment in a structured environment. The ability to adapt, think critically, and maintain a sharp eye for detail will be key to your success.

Above all, timeliness and accuracy are paramount. Your work directly impacts our advisors' ability to serve their clients—and we take that responsibility seriously.

Join us in a role where your contributions matter, your growth is supported, and your work helps shape the future of independent advice.

***This position will start January 19th, 2027***

What you have

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

Required Qualifications:

• Ability to review information carefully, catch errors, and follow procedures with precision
• Demonstrated ability to create positive experiences by listening actively, responding thoughtfully, and helping others resolve issues
• Drives positive client outcomes by applying structured, service-oriented thinking.
• Demonstrated ability to recognize potential risks and apply sound judgment when following established procedures
• Ability to adjust quickly to changing priorities, new information, or unexpected challenges while maintaining focus

Preferred qualifications

• Bachelor's degree or equivalent skills
• Minimum of 1 year of financial services or operational experience preferred
• Exceptional operational and organizational skills with the ability to self-direct and efficiently manage high volumes of transactional tasks in fast-paced environments
• Aptitude to learn new tools and concepts and apply them quickly
• Proven enthusiasm, professionalism, and strong work ethic while contributing to team goals

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

#campus

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