Institutional Services Specialist

Forge Global Inc.; Lone Tree (CO); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation and sabbatical after 5+

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking an Institutional Services Specialist in a hybrid environment in Colorado. You will support Institutional and Relationship Management teams, processing IRA transactions and reconciling accounts while adhering to security standards.

Responsibilities include onboarding support, relationship development, and collaboration across internal teams to drive client satisfaction and process improvements. Strong communication and analytical skills are essential.

Qualifications

• Bachelor's degree or equivalent work experience required.
• 6 months to 1 year in financial services or fintech preferred.
• Experience with custody and retirement accounts is advantageous.
• Familiarity with Forge systems and processes is a plus.

Responsibilities

• Provide high-touch team support and service excellence.
• Execute and monitor IRA account transactions across platforms.
• Coordinate with internal teams and external parties securely.
• Identify process improvements to enhance client experience.
• Assist client onboarding, relationship management, and business development.
• Respond to inquiries within service levels and document thoroughly.
• Support custodial duties and data entry for accounts.

Skills

Organizational skills

Multitasking

Verbal & written comms

Analytical thinking

Teamwork

Problem solving

Detail oriented

Education

Bachelor's degree or equivalent

Tools

Microsoft Office Suite

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.

As an Institutional Services Specialist, you will directly support Institutional and Relationship Management teams, with a focus on assisting in providing premier service to our clients and referral relationships. Direct processing and monitoring of IRA account-related transactions and/or reconciliation. Communicate with internal operational cross-functional teams as well as external parties. Strict adherence to internal and regulatory security standards.

Responsibilities

• Provide high-touch team support as a service
• Exhibit a basic knowledge regarding products and services offered by Forge Trust
• Accurately execute cash or securities transactions across multiple platforms
• Continuously evaluate and identify opportunities to drive process improvements that positively impact the client experience and company initiatives
• Support client onboarding, relationship management, and business development to manage and grow relationships with our strategic referrers
• Work collaboratively to deepen client relationships and drive key business results
• Assist with internal cross-functional improvement projects
• Respond to team, client, and sponsor inquiries within stated service level agreement
• Perform verbal investment verification and other custodial duties as needed
• Review and accurately identify documents
• Data entry – general account or asset maintenance
• Proactively elevate anomalies to management
• Identify and recommend process improvements or security enhancements
• Perform other operational duties and tasks as assigned

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.

Necessary Skills

• Ability to independently organize and complete work as assigned
• Able to multitask and prioritize urgency of duties to be performed
• Strong verbal and written communication skills
• Analytical, big-picture focused
• Ability to work independently and as a team player
• Problem-solving skills an ability to take initiative and adapt
• Professional, personable, self-motivated, organized, and reliable
• Must be detail-oriented, accurate, proactive, and results-driven

Qualifications

• Bachelor's degree or equivalent work experience required
• 6 months -1 year work experience in financial services or fintech required
• Experience with alternative asset investing or investment processing preferred, along with current experience with Forge systems and processes
• Experience with custody and maintenance of retirement accounts preferred
• Proficient in Microsoft Office Suite

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

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