Advisor Services Workflow Operations Associate

Charles Schwab Inc. • Lone Tree, CO

3d • $55,500 - $58,500 • Onsite

About The Position

Schwab Advisor Services supports independent financial professionals by helping them run their businesses smoothly and confidently. The Workflow Operations Associate reviews and processes advisor-submitted requests, primarily through electronic communication, and makes occasional outbound calls to clarify or resolve items requiring attention.

The role receives comprehensive on-the-job training to assess and advise on client materials, including money movements, account updates, and identity verification. Associates navigate complex scenarios and apply sound judgment in a structured environment. Timeliness and accuracy are paramount, as the work directly affects advisors’ ability to serve their clients. The position is intended to be performed on site in the specified location and starts January 19, 2027.

Requirements

• Ability to review information carefully, catch errors, and follow procedures precisely.
• Ability to create positive experiences by listening actively, responding thoughtfully, and helping others resolve issues.
• Ability to drive positive client outcomes using structured, service-oriented thinking.
• Ability to recognize potential risks and apply sound judgment when following established procedures.
• Ability to adapt quickly to changing priorities, new information, or unexpected challenges while maintaining focus.

Nice To Haves

• Bachelor’s degree or equivalent skills.
• At least 1 year of financial services or operational experience.
• Exceptional operational and organizational skills, including the ability to self-direct and manage high volumes of transactional tasks efficiently in fast-paced environments.
• Aptitude for learning new tools and concepts and applying them quickly.
• Enthusiasm, professionalism, and a strong work ethic while contributing to team goals.

Responsibilities

• Review and process requests submitted by financial advisors.
• Communicate primarily through electronic channels and make occasional outbound calls to clarify and resolve requests.
• Assess and advise on client materials, including money movements, account updates, and identity verification.
• Navigate complex scenarios and apply sound judgment while following established procedures.
• Complete work accurately and promptly.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed