Advisor Services Workflow Operations Associate

About the Role

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.

Responsibilities

• In Schwab Advisor Services, we support independent financial professionals by helping them run their businesses smoothly and confidently.
• Every interaction is an opportunity to deliver clarity, confidence, and forward momentum.
• The ability to adapt, think critically, and maintain a sharp eye for detail will be key to your success.
• Your work directly impacts our advisors’ ability to serve their clients—and we take that responsibility seriously.

Requirements

• Ability to review information carefully, catch errors, and follow procedures with precision
• Demonstrated ability to create positive experiences by listening actively, responding thoughtfully, and helping others resolve issues
• Drives positive client outcomes by applying structured, service-oriented thinking.
• Demonstrated ability to recognize potential risks and apply sound judgment when following established procedures
• Ability to adjust quickly to changing priorities, new information, or unexpected challenges while maintaining focus
• Bachelor’s degree or equivalent skills

Benefits

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance