Cash Operations Analyst: Precision in Client Transactions

Charles Schwab Corporation; Austin (TX); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Bonus opportunities

Job summary

Charles Schwab Corporation is seeking a detail-oriented associate for CSTB Cash Management in Austin, TX. The role supports client contributions, account maintenance, and inquiries with a focus on accuracy, risk controls, and timely processing.

The position requires strong teamwork, adaptability, and proficiency in Microsoft Office applications, especially Excel. It is a hybrid in-office role with some remote work and potential overtime during peak periods.

Qualifications

• Strong attention to detail and accuracy to manage client funds and regulatory risk.
• Ability to perform in a high-volume environment with daily deadlines.
• Excellent written and verbal communication and problem solving.
• Time-management and organization skills with ownership through completion.
• Willingness to learn new processes and adapt to priorities.

Responsibilities

• Process contributions and transactions accurately into client accounts.
• Maintain and update client account information for accuracy and compliance.
• Investigate and respond to inquiries from internal departments about transactions.
• Support cross-functional teams to ensure a seamless client experience.
• Use Excel to review data, identify discrepancies, and aid decision-making.
• Assist with administrative activities that support daily operations.

Tools

Excel

Outlook

Word

Job description

Charles Schwab Corporation is seeking a detail-oriented associate for CSTB Cash Management in Austin, TX. The role supports client contributions, account maintenance, and inquiries with a focus on accuracy, risk controls, and timely processing.

The position requires strong teamwork, adaptability, and proficiency in Microsoft Office applications, especially Excel. It is a hybrid in-office role with some remote work and potential overtime during peak periods.