Charles Schwab · 12 hours ago
Specialist, Client Account Operations (CVRC)
Omaha, NE, US
Full-time
Onsite
Entry Level
$24.04/hr - $26.44/hr
2+ years expCharles Schwab is a leading financial services company that empowers its employees to make a significant impact on their careers. They are seeking a CVRC Representative to provide high-quality support to clients through various channels, ensuring client loyalty and effective problem-solving in a fast-paced environment.
Financial Services
Responsibilities
Verifying our client's identity
Risk-based investigative searches
Fraud Detection
ID Theft Prevention
Working with 3rd party sources
Performs analysis using quantitative and qualitative data from various information vendors
Responding to questions on a wide array of technical and operational subjects
Actively listening, assessing client needs, researching information, and providing clients with innovative solutions
Problem solving and conducting research/special requests through the use of email, telephone, and our internal inquiry system
Identifying situations where escalation is warranted and taking the necessary action quickly in a high-risk environment
Communicating effectively and delivering work that is detailed and clear
Working collaboratively and efficiently with others in a fast-paced environment
Supporting business initiatives by developing strong partnerships
Handling escalated calls when warranted and resolving client issues by taking appropriate action quickly in a high-risk environment
Qualification
Required
Strong customer service skills
Handling escalated calls when warranted and resolving client issues by taking appropriate action quickly in a high-risk environment
Preferred
2+ years of experience in client service or operations with brokerage/financial industry preferred
Strong interpersonal, verbal, and written communication skills
Strong organization skills and ability to prioritize, self-directed, quickly develop a full understanding of our business and coordinate multiple processes
Strong analytical and problem-solving skills
Identifies and recommends solutions to both basic and complex issues impacting Risk and/or Controls
Demonstrates good judgement in selecting methods and techniques for obtaining solutions
Solid understanding of Schwab policies, procedures, products and services
Series 7 and 63 licenses preferred
College degree or equivalent experience preferred
Benefits
Bonus or incentive opportunities
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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