Specialist - Operations, Brokerage retirement accounts

• Responsible for assisting the Personal Choice Investment Services (PCIS) in performing operational functions in a Business-to-Business environment.
• Collaborate with internal partners in delivery of timely and accurate information in response to service and/or operational functions.
• Manage multiple tasks effectively such as, data-entry and Quality Assurance Reviews by balancing high productivity with excellent service quality while meeting or exceeding established service level standards.
• Analyzing, researching, and resolving cases by working with manager and communicating effectively with the appropriate internal resources.
• Participate in on-going projects.
• Perform duties with confidence, minimal supervision, and sound judgment to mitigate risk for the firm.
• Adhere to all compliance/risk procedures and follow corporate and industry protocols.
• Review documents for completeness and accuracy
• Process documents received

• Minimum of 2+ years of experience in Brokerage Operations
• Accuracy and attention to detail (typing, reading etc.)
• Must have a sense of urgency, excellent operational, organizational and follow-up skills with the ability to manage and process complex work.
• Possess advanced analytical skills with the ability to prioritize complex tasks
• Excellent technical skills, with the ability to utilize multiple applications at one time, including MS Word and Excel, internet researching, database systems, and email.
• Excellent listening and communication skills, both verbal and written
• Positive attitude, team orientation, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics
• Capable of working well with diverse groups and individuals with willingness to learn and assist where needed.
• Must exercise independent decision making with service requests to balance client satisfaction against shareholder value
• Must be willing and motivated to deliver proactive communication to clients.

• Understanding of rules governing qualified retirement plans and working knowledge of ERISA.

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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