Hotline Operations Specialist
3 weeks ago
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.
Client Reporting and Security Services (CRSS) is part of our Client Service & Support’s (CS&S) Operational Support division. CRSS is a TIER 2 escalation team that promotes client loyalty by providing high quality subject matter expertise to our clients and internal business partners. CRSS team members are provided ongoing and hands-on training to support departments that encompass a variety of subject matters including Schwab client tax reporting, cost basis, corporate actions, securities operations, distributions, and client reporting products. Alternative Investments Custody Services is another business segment within CRSS and it assists clients and internal business partners with inquiries and process needs related to the custody of alternative investments. This includes a variety of functions covering Asset Acceptance, Trading, Distributions, Reconciliation, Transfers, Client Service, Valuation, Risk Reporting and Monitoring, Communications and Corporate Actions. The work performed is detailed, and explanations must be communicated in a clear and effective manner as clients can make financial decisions based on the information given. We have teams in Orlando, Indianapolis, Denver, Phoenix and Westlake. Explore a challenging opportunity to join a critical department within CS&S’s Operational Support division that provides specialized phone support and resolution to client inquiries.
What you haveOur Enhanced Specialists build trust and inspire confidence through exceptional service, on every interaction with our clients. In Client Reporting and Security Services (CRSS) and Alternative Investments (AI) groups, you are joining a team of professionals with a passion for providing a high-quality service experience to clients. You will:
- Provide outstanding client service with a “one call resolution” mentality while demonstrating empathy and problem-solving skills.
- Manage client needs through to completion by means of follow-up, advanced research, client advocacy, and collaboration with business partners to ensure timely and accurate delivery of information.
- Practice active listening, open-ended dialogue, and rapport building to gain a thorough understanding of clients’ needs.
- Answer questions on a wide assortment of technical operational subjects including but not limited to Tax, Cost Basis, Corporate Actions, Distributions, Proxy, Class Action, and Securities Operations.
- Anticipate client issues and problems and proactively take necessary steps to prevent such problems from occurring.
- Effectively manage and evaluate risk when reviewing client accounts and provide support related to varying operational subjects.
- Set proper expectations when assessing and resolving client issues.
- Deliver unparalleled value and outstanding service to our internal and external clients.
- Recognize risks and acts to mitigate firm exposure.
- Champion client use of Schwab’s digital platform and provide website navigational support by leading with a superior understanding of features and benefits of Schwab.com tools, products, and services to encourage adoption of our industry leading platform.
Requirements:
- Minimum of 12 months of financial services experience in the brokerage industry.
- Subject matter knowledge within one or more of the following areas: Corporate Actions, Distributions, Security Processing, Tax Reporting and Cost Basis.
- Solid analytical skills and ability to multi-task to perform multiple complex tasks with a superior level of attention to detail; Can operate with little instructions on day-to-day work with general direction on assignments.
- Excellent interpersonal skills and the ability to communicate in a clear and concise manner.
- Strong verbal and written communication skills with a desire to work in a multi-channel virtual environment (phone, email, chat) and familiarity with EDGE model preferred.
- Exceptional critical thinking skills and the ability to exercise sound judgment.
- Ability to analyze complex problems, with strong attention to detail and ability to provide effective solutions.
- Ability to resolve client service issues while providing world class service accurately and quickly to internal and external clients.
- Adaptable to working in a high volume, fast paced environment.
- Passion for working in a team environment - contributing toward departmental and team goals and objectives. Peer influence skills a must as senior administrators will be required to help drive and support change.
- Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics.
- Strong working knowledge of Schwab internal systems, tools, and resources.
- Series 7 and 63 licenses preferred, but not required.
- Bachelor’s degree or equivalent work experience
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for youAt Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 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
-
Bilingual Hotline Specialist- Haitian Creole
4 days ago
Indianapolis, United States Firefly Children & Family Alliance Full timeJob DescriptionJob DescriptionBUILD A CAREER THAT MEANS MOREFew jobs offer the satisfaction and gratification that come from doing work that improves the lives of vulnerable children and families. That's where Firefly Children and Family Alliance stands out from the crowd. As one of our employees, you'll be able to directly make an impact on the...
-
Hotline Operations Specialist
4 weeks ago
Indianapolis, United States The Charles Schwab Corporation Full timeAt 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. Client Reporting and Security Services (CRSS) is Operations Specialist, Operations, Client Service, Specialist, Business Partner, Support, Manufacturing
-
Hotline Operations Specialist
4 weeks ago
Indianapolis, United States Charles Schwab Corporation Full timeYour Opportunity 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. Client Reporting and Security Services (CRSS) is part of our Client Service & Support's (CS&S) Operational Support division. CRSS is a TIER...
-
Hotline Operations Specialist
2 weeks ago
Indianapolis, United States Charles Schwab Full timePosition Type: RegularYour opportunityAt Schwab, youre 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. Client Reporting and Security Services (CRSS) is part of our Client Service & Supports (CS&S) Operational Support division....
-
Hotline Operations Specialist
5 days ago
Indianapolis, United States Charles Schwab Full timePosition Type: Regular Your opportunity 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. Client Reporting and Security Services (CRSS) is part of our Client Service & Support’s (CS&S) Operational...
-
Hotline Operations Specialist
2 weeks ago
Indianapolis, United States Charles Schwab Full timePosition Type: Regular Your opportunity 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. Client Reporting and Security Services (CRSS) is part of our Client Service & Support's (CS&S) Operational Support...
-
Hotline Operations Specialist
3 weeks ago
Indianapolis, IN, United States Charles Schwab Full timePosition Type: Regular Your opportunity 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. Client Reporting and Security Services (CRSS) is part of our Client Service & Support’s (CS&S)...
-
Operations Specialist
1 month ago
Indianapolis, United States Hayes Gibson Property Services Full timePrincipal Objective of Position:The Operations Specialist (OS) is responsible for providing individualized support, training, and management expertise to regional and on-site staff as warranted by concerns and challenges related to property performance. The Operations Specialist will be assigned on an as-needed basis to address property performance in areas...
-
Operations Specialist
3 weeks ago
Indianapolis, United States H&R Block, Inc. Full timeWhat you'll do... JOB SUMMARY The Operations Specialists - Seasonal is responsible for non-systems duties such as delivering supplies/materials to offices, basic maintenance repairs and assisting with annual set up/closing of offices. Duties and Responsibilities: * Perform basic building maintenance such as replacing light bulbs, replacing ceiling tiles,...
-
Operations Specialist
4 days ago
Indianapolis, United States Capital Senior Living Full timeAbout Sonida Senior LivingSonida Senior Living Corporation is one of the nation's leading operators of independent living, assisted living and memory care communities for senior adults. The Company operates 75 communities that are home to nearly 7,000 residents across 18 states providing compassionate, resident-centric services and care and engaging...
-
Operations Specialist
2 weeks ago
Indianapolis, United States Hayes Gibson Property Services Full timePrincipal Objective of Position: The Operations Specialist (OS) is responsible for providing individualized support, training, and management expertise to regional and on-site staff as warranted by concerns and challenges related to property performance. The Operations Specialist will be assigned on an as-needed basis to address property performance in areas...
-
Operations Specialist
10 hours ago
Indianapolis, United States Sonida Senior Living Inc. Full timeAbout Sonida Senior Living Sonida Senior Living Corporation is one of the nation's leading operators of independent living, assisted living and memory care communities for senior adults. The Company operates 75 communities that are home to nearly 7,000 residents across 18 states providing compassionate, resident-centric services and care and...
-
Automotive Operation Specialist
5 days ago
Indianapolis, Indiana, United States MSX INTERNATIONAL Full timeTitle: Operations SpecialistLocation: Indianapolis, IN, USJob Type: Full-time with Benefits Who We AreFor more than 25 years, MSX International has been a dedicated partner to leading automotive brands around the world. We support them in transforming their businesses and in managing their operations across the areas of Customer Experience, Repair...
-
Automotive Operation Specialist
2 days ago
Indianapolis, United States MSX INTERNATIONAL Full timeTitle: Operations Specialist Location: Indianapolis, IN, US Job Type: Full-time with Benefits Who We Are For more than 25 years, MSX International has been a dedicated partner to leading automotive brands around the world. We support them in transforming their businesses and in managing their operations across the areas...
-
Data Entry Operation Specialist II
3 weeks ago
Indianapolis, United States SGI Global Full timeSGI Global is seeking a Data Entry Operation Specialist II responsible for directly providing a wide variety of office operations support to the United States Coast Guard (USCG) Recruiting Command (CGRC). The position is located in Indianapolis, Indiana. Data Entry Operation Specialists shall generally perform a standard 40-hour work week, with the core...
-
Credit Operations Specialist
5 days ago
Indianapolis, United States The National Bank of Indianapolis Corporation Full timeCredit Operations SpecialistPrimary Duties and Responsibilities: The teammate is responsible for accurately tracking and maintaining financial statement and covenant requirements for bank borrowers.In addition, the position is responsible for the management of all credit documents in the Bank's imaging system, and for completing various monthly reports.The...
-
Credit Operations Specialist
4 days ago
Indianapolis, United States The National Bank of Indianapolis Corporation Full timeCredit Operations SpecialistPrimary Duties and Responsibilities: The teammate is responsible for accurately tracking and maintaining financial statement and covenant requirements for bank borrowers. In addition, the position is responsible for the management of all credit documents in the Bank's imaging system, and for completing various monthly reports....
-
Procurement Specialist
1 week ago
Indianapolis, United States Creative Financial Staffing Full timeProcurement Specialist ABOUT THE COMPANY: Our client is seeking a dynamic and experienced Procurement Specialist to join their team. You will play a crucial role in ensuring the smooth functioning of our airport operations by managing procurement processes efficiently and effectively. You will be responsible for sourcing, negotiating, and purchasing goods...
-
Procurement Specialist
1 week ago
Indianapolis, United States Creative Financial Staffing Full timeProcurement Specialist ABOUT THE COMPANY: Our client is seeking a dynamic and experienced Procurement Specialist to join their team. You will play a crucial role in ensuring the smooth functioning of our airport operations by managing procurement processes efficiently and effectively. You will be responsible for sourcing, negotiating, and purchasing goods...
-
Data Entry Operation Specialist II
3 weeks ago
Indianapolis, United States SGI Global, LLC Full timeJob DescriptionJob DescriptionSGI Global is seeking a Data Entry Operation Specialist II responsible for directly providing a wide variety of office operations support to the United States Coast Guard (USCG) Recruiting Command (CGRC). The position is located in Indianapolis, Indiana.Data Entry Operation Specialists shall generally perform a standard 40-hour...