Job Description
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.
Want to build your financial services career with a diverse team in a fast-paced environment? Charles Schwab’s Alternative Investment Custody Service may be the place for you! We are responsible for asset servicing of Alternative Investments including Trading, Asset Transfers, Dividends, Reconciliation and Corporate Actions. We provide access to sophisticated wealth-management products that help clients and advisors compete and succeed in their business efforts.
As an
Alternative Investment Specialist, you will leverage your passion and enthusiasm to learn in providing the highest quality support to our retail clients, internal, and external business partners. Initially, you will be responsible for the timely and accurate processing requests on Alternative Investment securities for our clients. In this role you will be responsible for reviewing and entering requests for Alternative Investment securities. As you grow your experience and mastery additional opportunities within the team and across the broader organization will be available. Individuals will be team-oriented, self-motivated and goal driven, able to multi-task, realize the importance of follow through, and have great time management skills.
Providing resolution steps for Alternative Investment that are not in good order- High productivity and ability to research complex issues
- Results Orientation- Focus on setting challenging goals and meeting or exceeding them.
- Flexibility- Openness to new procedures and technology. Looks for opportunities to provide critical support during high volume seasons
- Initiative- Identifying what needs to be done and doing it before being asked
- Fostering Teamwork- Ability to work cooperatively with others on a team and success in getting groups to learn to work together
- Adaptability- Ability to function effectively when under pressure and maintain self-control in the face of difficult situations or stress
Required Qualifications:
- High School Diploma or Equivalent
- 1 + years of brokerage experience or operational processing experience
Preferred Qualifications:
- Strong candidates will also have a passion to train others
- Ability to maintain a positive attitude during times of heavy volume and/or change
- Strong candidates will have complex problem-solving skills
- Ability to maintain accuracy while processing large volumes of work under time constraints
- Strong analytical, research, data entry and prioritization skills
- Strong interpersonal and teamwork skills, ability to work with internal and external business partners
- Great communication skills
- Positive attitude and a strong teamwork mindset
- Detailed orientated
- Proficient with Microsoft Outlook, Excel, Adobe, and Word