Operations Specialist - ROC
Description: Group Objective Schwab Operations' middle office and street-side operations functions are critical parts of the engine that makes Schwab's business run. We make investing and trading possible by: running the processes for opening and maintaining client accounts; helping ensure quality execution and settlement of tens of millions of trades; custody and servicing of assets; and facilitating reporting and communications for more than eight million client accounts.
Never content with the status quo, we're continually looking for ways to leverage technology in an effort to improve systems and services to help exceed our clients' and business partners' needs.
Our ability to continually streamline how we work and provide the high service levels makes Operations a key competitive advantage for the firm.
Job Description "Operations Specialists in the Retail Operations Center (ROC) perform a variety of functions and services for our Individual Investor client group.
An integral part of this role includes processing and internal and external client contact.
The processing aspect encompasses tasks such as new account opening, account updating, customer correspondence, transfer of accounts, wired funds, received/issued checks and stock certificates.
In this role, you will be asked to switch gears throughout the day to assist with meeting critical cut-off times or high volume processing spikes.
Flexibility is a key aspect of this role and the ideal candidate will need to be equally comfortable with direct client interaction as they receive inbound client service calls and network internally to research and resolve client operational issues.
Technical/Functional Qualifications Operations Specialists in the Retail Operations Center (ROC) perform a variety of functions and services for our Individual Investor client group.
An integral part of this role includes processing and internal and external client contact.
The processing aspect encompasses tasks such as new account opening, account updating, customer correspondence, transfer of accounts, wired funds, received/issued checks and stock certificates.
In this role, you will be asked to switch gears throughout the day to assist with meeting critical cut-off times or high volume processing spikes.
Flexibility is a key aspect of this role and the ideal candidate will need to be equally comfortable with direct client interaction as they receive inbound client service calls and network internally to research and resolve client operational issues.
Requirements: Relocation Offered? No Work Schedule Any Shift Languages English - written, English - spoken Current Licenses / Certifications None Relevant Work Experience Brokerage Operations-less than 2yrs Position Located In AZ - Phoenix Education HS/GED Job Type Full Time
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