Specialist, Operations - DAF

• Effective communication (e.g., ability to present information accurately and confidently to both internal and external clients/customers, both in written and oral form).
• Demonstrated experience applying policies and guidelines (e.g., IRS guidelines) and reviewing documents for accuracy and compliance.

• Demonstrated experience with creative problem-solving (e.g., adaptive mindset, prioritization, task management, critical thinking).

• Customer Orientation - Demonstrated concern for satisfying one's external and/or internal customers
• Adopts professional approach to customers:
• Quickly and effectively solves customer problems while presenting a cheerful, positive manner
• Is reliable and delivers on promises
• Understands and anticipates the needs of internal and external customers by discovering and meeting customer's underlying needs and partnering with the customer to create value for them
• Finds ways to measure and track customer satisfaction
• Adaptability - Ability to function effectively when under pressure while maintaining self-control and focus in the face of uncertain situations or without complete information
• Manages own behavior to prevent or reduce feelings of stress
• Can effectively handle a diverse range of tasks equally and effectively with a willingness to modify personal style/approaches to adjust to changing needs
• Controls their response when criticized or provoked
• Personal Accountability - Takes responsibility for the results and future direction of the organization
• Acknowledges own mistakes and limitations and seeks and accepts constructive criticism
• Measured confidence to take on demanding work or put forward views when they may be challenged
• Consistently demonstrates a positive can-do, overcome-any-barrier attitude
• Operates with personal ownership. looks for ways and means to improve performance all the time and to empower other people towards greater results

• BA/BS degree preferred
• Minimum of 2 years employment experience (background in non-profit or donor-advised fund accounts and/or financial services)
• Excellent customer service skills, particularly the ability to communication with affluent clients and their investment advisors
• High levels of individual ownership, emotional intelligence, and critical thinking
• Attitude of continuous improvement - thinks creatively and identifies opportunities to improve processes
• Growth Mindset: positive attitude, team orientation, enthusiasm, professionalism, and a strong work ethic with high level of integrity and ethics
• Highly organized and adaptable

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