Workflow Operations Associate

Charles Schwab Inc.•Westlake, TX

3d•$25 - $27•Onsite

About The Position

In Schwab Advisor Services, we support independent financial professionals by helping them run their businesses smoothly and confidently. As a Workflow Solutions Associate, you’ll be part of the team that keeps things moving behind the scenes—making sure requests are handled quickly, accurately, and with care. In this role, you’ll be at the heart of our operational engine by reviewing and processing advisor-submitted requests. You’ll engage primarily through electronic communication, with occasional outbound calls to clarify and resolve items that require attention. Every interaction is an opportunity to deliver clarity, confidence, and forward momentum. You’ll receive comprehensive on-the-job training to assess and advise on client materials, such as money movements, account updates, and identity verification. You’ll learn how to navigate complex scenarios and apply sound judgment in a structured environment. The ability to adapt, think critically, and maintain a sharp eye for detail will be key to your success. Above all, timeliness and accuracy are paramount. Your work directly impacts our advisors’ ability to serve their clients—and we take that responsibility seriously. Join us in a role where your contributions matter, your growth is supported, and your work helps shape the future of independent advice.

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

Nice To Haves

Bachelor’s degree or equivalent skills
Minimum of 1 year in Advisor Services preferred - Knowledge of Advisor Services products, services, marketing resources, sales materials as well as demonstrated brokerage industry knowledge
Exceptional operational and organizational skills with the ability to self-direct and efficiently manage high volumes of transactional tasks in fast-paced environments
Aptitude to learn new tools and concepts and apply them quickly
Proven enthusiasm, professionalism, and strong work ethic while contributing to team goals

Responsibilities

Reviewing and processing advisor-submitted requests.
Engaging primarily through electronic communication, with occasional outbound calls to clarify and resolve items that require attention.
Assessing and advising on client materials, such as money movements, account updates, and identity verification.
Navigating complex scenarios and applying sound judgment in a structured environment.
Adapting quickly to changing priorities, new information, or unexpected challenges while maintaining focus.