Operations Associate, Asset & Account Maintenance jobs in United States
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Charles Schwab · 10 hours ago

Operations Associate, Asset & Account Maintenance

Charles Schwab is a leader in financial services, and they are seeking an Operations Associate for their Asset & Account Maintenance team. This role involves managing the setup and maintenance of retirement plans while collaborating with a team to improve processes and meet business goals.

Financial Services
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Responsibilities

Complete assigned daily functions in a fast-paced operational environment
Quickly learn the processes and identify process improvements
Accurately process high volumes of work independently while working within a collaborative team
Prioritize multiple tasks daily while maintaining continuous communication with management and other internal business partners
Take initiative on complex or escalated items
Take on projects

Qualification

Analytical skillsAdvanced Excel SkillsAttention-to-detailVerbal communicationWritten communicationCritical thinkingInterest in financeTeam collaborationPositive mindset

Required

Attention-to-detail
Superior verbal and written communication skills
Strong critical thinking skills to aid in problem solving
A positive and engaged mindset to bring to a team environment
Analytical skills that include the ability to research and resolve issues timely
Interest in the financial services industry and desire to learn about retirement plans

Preferred

Advanced Excel Skills
Bachelor's Degree

Benefits

Bonus or incentive opportunities

Company

Charles Schwab

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We have plans for every turn you take.

Funding

Current Stage
Late Stage

Leadership Team

J
Jim McGreevy
Senior Project Manager
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