On-Site Advisor Services Ops Specialist

Charles Schwab Corporation; Lone Tree (CO); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Bonus eligible

Job summary

Charles Schwab Corporation’s Schwab Advisor Services is seeking a Workflow Solutions Associate to join the team on site in Lone Tree, Colorado. You will review advisor-submitted requests, process transactions, and communicate electronically, with occasional calls to clarify items and ensure accuracy.

You will receive comprehensive on-the-job training to assess client materials and apply structured, service-oriented thinking.

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.

Responsibilities

• Review and process advisor-submitted requests to ensure accuracy.
• Engage primarily through electronic communications, with occasional outbound calls for clarification.
• Apply sound judgment to resolve issues and maintain timely, accurate processing.
• Maintain focus and adapt to changing priorities in a fast-paced environment.

Skills

Attention to detail

Active listening

Process adherence

Structured thinking

Client service mindset

Education

Bachelor's degree or equivalent skills

Job description

Charles Schwab Corporation’s Schwab Advisor Services is seeking a Workflow Solutions Associate to join the team on site in Lone Tree, Colorado. You will review advisor-submitted requests, process transactions, and communicate electronically, with occasional calls to clarify items and ensure accuracy.

You will receive comprehensive on-the-job training to assess client materials and apply structured, service-oriented thinking.