Institutional Services Specialist

Charles Schwab Inc.•Lone Tree, CO

3d•$27 - $39

About The Position

The Institutional Services Specialist directly supports Institutional and Relationship Management teams, focusing on premier service for clients and referral relationships. The role processes and monitors IRA account-related transactions and reconciliations, communicates with internal operational cross-functional teams and external parties, and adheres strictly to internal and regulatory security standards. It also supports client onboarding, relationship management, and business development to manage and grow relationships with strategic referrers.

Requirements

Ability to independently organize and complete assigned work.
Ability to multitask and prioritize urgency of duties.
Strong verbal and written communication skills.
Analytical and big-picture focused.
Ability to work independently and as a team player.
Problem-solving skills, initiative, and adaptability.
Professional, personable, self-motivated, organized, and reliable.
Detail-oriented, accurate, proactive, and results-driven.
Bachelor's degree or equivalent work experience.
Six months to one year of work experience in financial services or fintech.
Proficiency in Microsoft Office Suite.

Nice To Haves

Experience with alternative asset investing or investment processing.
Current experience with Forge systems and processes.
Experience with custody and maintenance of retirement accounts.

Responsibilities

Provide high-touch team support as a service.
Maintain basic knowledge of products and services offered by Forge Trust.
Accurately execute cash or securities transactions across multiple platforms.
Continuously evaluate and identify process improvements that positively affect client experience and company initiatives.
Support client onboarding, relationship management, and business development to manage and grow relationships with strategic referrers.
Collaborate to deepen client relationships and drive key business results.
Assist with internal cross-functional improvement projects.
Respond to team, client, and sponsor inquiries within stated service-level agreements.
Perform verbal investment verification and other custodial duties as needed.
Review and accurately identify documents.
Perform data entry for general account or asset maintenance.
Proactively escalate anomalies to management.
Identify and recommend process improvements or security enhancements.
Perform other operational duties and tasks as assigned.