At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Client Reporting and Security Services (CRSS) is part of our Client Service & Support’s (CS&S) Operational Support division. CRSS is a TIER 2 escalation team that promotes client loyalty by providing high quality subject matter expertise to our clients and internal business partners. CRSS team members are provided ongoing and hands-on training to support departments that encompass a variety of subject matters including Schwab client tax reporting, cost basis, corporate actions, securities operations, distributions, and client reporting products. Alternative Investments Custody Services is another business segment within CRSS and it assists clients and internal business partners with inquiries and process needs related to the custody of alternative investments. This includes a variety of functions covering Asset Acceptance, Trading, Distributions, Reconciliation, Transfers, Client Service, Valuation, Risk Reporting and Monitoring, Communications and Corporate Actions. The work performed is detailed, and explanations must be communicated in a clear and effective manner as clients can make financial decisions based on the information given. We have teams in Orlando, Indianapolis, Denver, Phoenix and Westlake. Explore a challenging opportunity to join a critical department within CS&S’s Operational Support division that provides specialized phone support and resolution to client inquiries.
Our Enhanced Specialists build trust and inspire confidence through exceptional service, on every interaction with our clients. In Client Reporting and Security Services (CRSS) and Alternative Investments (AI) groups, you are joining a team of professionals with a passion for providing a high-quality service experience to clients. You will:
Requirements:
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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:
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