Associate, Custody Operations

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

• •Review and update client account information, including, but not limited to, valuation data, LLC dissolutions, and distressed assets.
• •Identify and assess client submissions to ensure compliance.
• •Maintain records of client submissions, process client requests, and file documents.
• •Provide accurate, valid, and complete information using appropriate methods and tools in accordance with company procedures.
• •Perform other duties as assigned to support the overall success of the team and organization.

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