Specialist, Banking Operations 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

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

The Charitable Operations team is part of the Banking Operations organization. We are the operation vehicle and a highly collaborative partner of the Schwab Charitable Fund, which is an independent public charity created to help increase charitable giving in the United States by offering the flexible giving solution of a donor-advised fund account.

Charitable Operations is entrusted to handle a large spectrum of daily operational functions to support the Schwab Charitable Fund business such as money movements by way of internal transfers, wires, and check disbursements, reallocation and pool fund trades, account maintenance, and other complex tasks pertinent to this niche role. As a specialist, you will belong to a team that is imperative to the daily operations of Schwab Charitable Fund and expected to process time-sensitive, high-risk client transactions. Success in this fast-paced, high-volume, deadline-driven environment requires strong attention to detail and the ability to build relationships across the firm.

WHAT YOU’LL DO:

• Provide exceptional, prompt, and thorough service to our clients who hold donor-advised fund accounts by ensuring thorough and proactive solutions to their work items. These clients are often high net worth or ultra-high net worth individuals.
• Provide prompt and thorough service to DAFGiving360 via multiple channels in order to effectively communicate and educate next-steps, problem resolution, and risk mitigation when it comes to expedited and/or escalated work items.
• Maintain a high degree of accuracy, assess risk, and make sound business decisions while resolving work items on first-touch as often as possible and with a high degree of efficiency.
• Effectively switch gears throughout the day to assist with meeting critical cut-off times or high-volume processing.
• Communicate effectively via multiple channels with peers, leaders, and other business partners to ensure items are handled expediently in order to minimize risk. This may include written and/or verbal communications.

What you have

To ensure that we fulfill our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.

Required Qualifications:

• 3+ years’ experience in client service or operations with brokerage/financial industry preferred
• Proficient in at least two move money processes required

Preferred Qualifications:

• Excellent analytical skills, including the ability toanticipate issues and to design appropriate solutions
• Self-motivation, able to work independently to bring complex cases to conclusion
• Experience working with multiple systems in a dual monitor environment, and intermediate computer skills (including Microsoft Office products) are required.
• Flexible and willing to work extended hours/overtime during the year-end peak season (mid- November to mid-January)

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