Workflow Solutions Associate - Advisor Services (Hybrid)

Charles Schwab; Lone Tree (CO); On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical after 5+?

Paid parental leave and family packing

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Workflow Solutions Associate to support Schwab Advisor Services. You will review and process advisor-submitted requests, communicating mainly via email with occasional calls to clarify details.

The role emphasizes accuracy, timely action, and clear, professional interaction. Training is provided to assess client materials like money movements and identity verification, requiring adaptability, critical thinking, and meticulous attention to detail in a fast-paced

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.
• Demonstrated ability to recognize potential risks and apply sound judgment when following established procedures.
• Ability to adjust quickly to changing priorities, new information, or unexpected challenges while maintaining focus.

Responsibilities

• Review and process advisor-submitted requests as part of Schwab Advisor Services.
• Engage primarily through electronic communication, with occasional outbound calls to clarify items.
• Assess client materials such as money movements, account updates, and identity verification.
• Apply sound judgment in a structured environment to deliver clarity and momentum.
• Maintain timeliness and accuracy to support advisors in serving their clients.

Skills

Attention to detail

Active listening

Structured thinking

Risk awareness

Adaptability

Education

Bachelor's degree or equivalent skills

Job description

Charles Schwab is seeking a Workflow Solutions Associate to support Schwab Advisor Services. You will review and process advisor-submitted requests, communicating mainly via email with occasional calls to clarify details.

The role emphasizes accuracy, timely action, and clear, professional interaction. Training is provided to assess client materials like money movements and identity verification, requiring adaptability, critical thinking, and meticulous attention to detail in a fast-paced