DAF Banking Operations Specialist – Donor Services

The Charles Schwab Corporation; Westlake (TX); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid time off and volunteering

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

The Charles Schwab Corporation is seeking a Charitable Operations professional in Westlake, TX, to support the Schwab Charitable Fund. You will handle donor-advised fund transactions, coordinate with DAFGiving360, and ensure accurate, timely processing in a high-volume, deadline-driven environment.

Role requires 3+ years in client service or brokerage operations, and proficiency in money-movement processes. Strong analytical skills and ability to work independently are essential.

Qualifications

• 3+ years’ experience in client service or operations with brokerage/financial industry preferred.
• Proficient in at least two move money processes required.
• Experience working with multiple systems in a dual monitor environment and intermediate computer skills (including Microsoft Office products) are required.

Responsibilities

• Provide exceptional, prompt, and thorough service to clients who hold donor-advised fund accounts, ensuring proactive solutions to work items.
• Educate and communicate next steps, problem resolution, and risk mitigation when handling expedited or escalated work items with DAFGiving360.
• Maintain a high degree of accuracy, assess risk, and make sound business decisions while resolving work items on first touch when possible.
• Adapt to meet critical cut-off times or high-volume processing and switch gears as needed.
• Communicate effectively via multiple channels with peers, leaders, and other business partners to ensure timely handling and risk minimization.

Skills

Analytical thinking

Independent work

Client service

Tools

Microsoft Office

Job description

The Charles Schwab Corporation is seeking a Charitable Operations professional in Westlake, TX, to support the Schwab Charitable Fund. You will handle donor-advised fund transactions, coordinate with DAFGiving360, and ensure accurate, timely processing in a high-volume, deadline-driven environment.

Role requires 3+ years in client service or brokerage operations, and proficiency in money-movement processes. Strong analytical skills and ability to work independently are essential.