Cash Operations Specialist - Hybrid, Detail-Driven

Charles Schwab; Austin (TX); Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Health, dental, and vision insurance

Paid time off and sabbatical after 5+ 

Parental leave

Tuition reimbursement

Hybrid work model

Job summary

Charles Schwab Trust Bank is seeking a detail-oriented associate to support the Cash Operations team in Austin. You will process client contributions and transactions, maintain account data for accuracy and compliance, and respond to internal inquiries with precise, well-documented updates.

The role emphasizes analytical skills, collaboration, and adherence to regulatory requirements in a fast-paced environment, with occasional overtime and a hybrid in-office/remote schedule.

Qualifications

• Strong attention to detail and a consistent commitment to accuracy.
• Ability to perform in a high-volume environment with daily deadlines.
• Excellent organization and time-management skills.
• Clear written and verbal communication with escalation when needed.
• Knowledge of detailed procedures and controls; applies sound judgment.

Responsibilities

• Process contributions and transactions accurately into client accounts.
• Maintain and update client account information for accuracy and compliance.
• Investigate inquiries from internal departments regarding transactions.
• Partner with cross-functional teams to support a seamless client experience.
• Utilize Excel to review data, identify discrepancies, and support decisions.
• Assist with administrative activities that support daily operations.
• Adhere to procedures and regulatory requirements to ensure risk mitigation.
• Contribute to continuous process improvement efforts as needed.

Skills

Detail oriented

Analytical thinking

Multitasking

Regulatory awareness

Excel proficiency

Documentation

Communication

Teamwork

Tools

Excel

Outlook

Word

Job description

Charles Schwab Trust Bank is seeking a detail-oriented associate to support the Cash Operations team in Austin. You will process client contributions and transactions, maintain account data for accuracy and compliance, and respond to internal inquiries with precise, well-documented updates.

The role emphasizes analytical skills, collaboration, and adherence to regulatory requirements in a fast-paced environment, with occasional overtime and a hybrid in-office/remote schedule.