Specialist, Client Account Operations (CVRC)

Charles Schwab; Omaha (NE); Hybrid; USD 42,000 - 66,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid time off

Volunteer time

Sabbatical program

Parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Job summary

Charles Schwab in Omaha, NE is hiring for a CVRC Representative to support clients via calls, emails, and account reviews within the CVRC in Operational Services.

Role emphasizes accuracy, risk awareness, and delivering high-quality service in a fast-paced environment with hybrid work options. 2+ years in client service and relevant licenses or degrees are preferred.

Qualifications

• Strong customer service skills in a financial context.
• Ability to handle escalated calls and resolve issues quickly in a high-risk environment.
• Experience or understanding of brokerage/financial services is preferred.

Responsibilities

• Verifying client identities and conducting risk-based investigations.
• Performing fraud detection and ID theft prevention tasks.
• Working with third-party sources and internal systems to gather info.
• Responding to inquiries via email, phone, and letter with clear, innovative solutions.
• Escalating and addressing high-risk situations promptly and effectively.
• Communicating findings and recommendations to clients and teams.

Skills

Strong customer service skills

Escalation handling in high-risk env

Analytical and problem-solving skills

Education

Bachelor's degree or equivalent experience

Series 7 license

Series 63 license

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.

The Customer Verification and Research Center (CVRC) within Operational Services is responsible for performing and executing the firms Customer Identification Program (CIP). We provide service to both retail investors and independent advisors.

As a CVRC Representative you will promote client loyalty by providing the highest quality support to our internal and external customers via inbound and outbound calls, processing account reviews, responding to emails and sending letters. CVRC is a fast-paced, detail-oriented, and deadline driven environment.

Key Responsibilities may include:

• Verifying our client's identity
• Risk-based investigative searches
• Fraud Detection
• ID Theft Prevention
• Working with 3rd party sources
• Performs analysis using quantitative and qualitative data from various information vendors
• Responding to questions on awidearray of technical and operational subjects.
• Actively listening, assessing client needs, researching information, and providing clients with innovative solutions.
• Problem solving and conducting research/specialrequests through the use of email, telephone, and our internal inquirysystem.
• Identifying situationswhereescalation is warranted and taking the necessary action quicklyin ahigh-risk environment.
• Communicating effectively and delivering work that is detailed and clear.
• Workingcollaborativelyand efficiently with others in a fast-paced environment.
• Supporting business initiatives by developing strong partnerships.
• Handling escalated calls when warranted and resolving client issues by taking appropriate action quickly in a high-risk environment.

As part of our analysis work, we also strive for continuous process improvement. The successful candidate will have a track record of demonstrable success in these types of environments, as well.

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:

• Strong customer service skills.
• Handling escalated calls when warranted and resolving client issues by taking appropriate action quickly in a high-risk environment.

Preferred Qualifications:

• 2+ years of experience in client service or operations with brokerage/financial industry preferred.
• Strong interpersonal, verbal, and written communication skills.
• Strong organization skills and ability to prioritize, self-directed, quickly develop a full understanding of our business and coordinate multiple processes
• Strong analytical and problem-solving skills.
• Identifies and recommends solutions to both basic and complex issues impacting Risk and/or Controls.
• Demonstrates good judgement in selecting methods and techniques for obtaining solutions.
• Solid understanding of Schwab policies, procedures, products and services.
• Series 7 and 63 licenses preferred.
• College degree or equivalent experience preferred.

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