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
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
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
We have plans for every turn you take.
Funding
Current Stage
Late StageRecent News
2025-10-04
Morningstar.com
2025-09-28
Company data provided by crunchbase