Senior Specialist, Trading
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.
Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation. CSIM delivers a wide variety of products including mutual funds, exchange-traded funds (ETFs) and money market funds within Schwab Asset Management Solutions (SAMS). The overall SAMS team embodies our firms commitment to providing client-centric solutions that help Schwab clients achieve their financial goals.
The CSIM Separately Managed Accounts Reconciliation Team reviews the accuracy of transactions daily in client accounts. The teams goal is to provide the detailed, timely, and accurate reviews of client accounts. We hold ourselves to the highest of standards and strive to create a strong functional atmosphere in which our PMs and Traders can focus solely on making effective decisions for our clients accounts.
Key job responsibilities will include, but not be limited to:
- Review transactions for client accounts.
- Cash and position reconciliation.
- Monitor and process corporate actions.
- Identifying, investigating, and resolving cash, position, and performance, issues.
- Communicating with and monitoring our external vendors (custodians, accountants, etc.) and internal partners.
- Ensure data integrity and assist with system maintenance
- Network with senior personnel internally and externally to resolve issues, gain needed information, and influence outcomes for team
Required Qualifications:
- Bachelor’s Degree Required
- 3+ years of experience in financial operations
- Ability to work a flex 8 hour schedule 7:00am – 5:00 pm EST
Preferred Qualifications:
- Experience with separately managed accounts and/or 40 ACT funds preferred
- Familiarity with corporate actions
- Demonstrate good judgment in selecting methods and techniques for obtaining solutions
- Require little instruction on day-to-day work in operational processes
- Ability to identify and solve issues proactively and independently
- Strong communication, teamwork, and relationship building skills
- Vestmark and BlackRock’s Aladdin system experience preferred
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
-
Talent Acquisition Specialist
3 weeks ago
Phoenix, United States HomeServe USA Full time** Talent Acquisition Specialist - Trades (HVAC and Plumbing)** **Job Category****:** Human Resources **Requisition Number****:** TALEN04013 Showing 1 location **Job Details** **Description** **Company Overview:** HomeServe, a 2020 certified Great Place to Work, provides emergency repair plans which are like roadside assistance for your home. Our vision is...
-
Senior Liability Claims Specialist
1 week ago
Phoenix, United States CorVel Enterprise Comp, Inc. Full timeJob DescriptionJob DescriptionCorVel in is seeking a Senior Liability Claims Specialist. The Senior Liability Claims Specialist manages within company best practices complex and non-complex Auto and General Liability claims. Additionally, the Specialist will work within delegated authority to best possible outcomes for CorVel and our clients.The position is...
-
Senior Project Accounting Specialist
6 days ago
Phoenix, United States SWCA Full timeSWCA Environmental Consultants is seeking a Senior Project Accounting Specialist. This is a permanent, hourly, full-time, regular position, reporting to Project Accounting Supervisor. The position is eligible for 100% distributed work in the Rockies Accounting, Project, Specialist, Senior, Business Services
-
Senior Project Accounting Specialist
6 days ago
Phoenix, United States SWCA Full timeSWCA Environmental Consultants is seeking a Senior Project Accounting Specialist. This is a permanent, hourly, full-time, regular position, reporting to Project Accounting Supervisor. The position is eligible for 100% distributed work in the Rockies Accounting, Project, Specialist, Senior, Business Services
-
Phoenix, United States Arizona Official Website of State of Arizona Full timeJob Summary: • Conduct in-depth analysis, data-induced research projects and examinations to assist legislators with decision making, and policy information on items pertaining to international trade, geopolitics and foreign direct investment • Create content and programs as approved by House Leadership and collaborate with various stakeholders...
-
Specialist, Trading Operations
4 weeks ago
Phoenix, United States Charles Schwab Full time**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. As an Alternative Investment Custody Specialist, you will leverage your passion and enthusiasm to learn in providing the highest...
-
Sr. Global Trade Compliance Analyst
2 days ago
Phoenix, United States TalentBurst, an Inc 5000 company Full timeSr. Global Trade Compliance AnalystFull Remote Opportunity, candidates can be nationwidePlease ensure candidates can work EST Hours if Sourced outside of East CoastPlease make every attempt to submit candidates with completed BA DegreesInterview Process - 2+ Rounds of Interviews ahead of offer stageMax Rate: W2 AcceptableSummary:The primary objective of this...
-
Senior Behavioral Health Specialist
5 days ago
Phoenix, United States Banner Health Full timePrimary City/State: Scottsdale, Arizona Department Name: Acute 1N-Psych Work Shift: Evening Job Category: Clinical Care Voted 4 years in a row by employees as Banner Health's Best Place to Work and Best Place to Receive Care. Those who have joined the Banner mission come from all walks of life, united by the common goal: Make health care easier, so...
-
Senior Preconstruction Manager
2 weeks ago
Phoenix, United States CLAYCO Full timeThis is a senior leadership role for our preconstruction team. In this role you will be responsible for high level management of design-build project pursuits and preconstruction efforts across business units. You will work collaboratively with the VP of Preconstruction and other Preconstruction team members. You will provide expertise across all Business...
-
Senior Onboarding Specialist
2 weeks ago
Phoenix, United States Belcan Full timeDetails: A Senior Onboarding Specialist job is currently available with Belcan in Phoenix, AZ 85008. The Onboarding Specialist will support Belcan's core principles in earning trust as a true business partner for our Operations throughout the United States. The Onboarding Specialist will be responsible to partner with Recruiters, Hiring Managers, and Human...
-
Senior Onboarding Specialist
1 month ago
Phoenix, United States Belcan Full timeDetails: A Senior Onboarding Specialist job is currently available with Belcan in Phoenix, AZ 85008. The Onboarding Specialist will support Belcan's core principles in earning trust as a true business partner for our Operations throughout the United States. The Onboarding Specialist will be responsible to partner with Recruiters, Hiring Managers, and Human...
-
Phoenix, United States First Citizens Bancshares, Inc. Full timeThis Senior Operations Specialist Global Loan Operations position establishes the ongoing maintenance of commercial loans. Researches or reconciles complex information. Accountable for performing assigned functions efficiently while ensuring all re Operations, Operations Specialist, Operation, Customer Service, Specialist, Global, Manufacturing, Banking
-
Senior Preconstruction Manager
3 weeks ago
Phoenix, United States Gilder Search Group Full timeThis is a senior leadership role for our preconstruction team. In this role you will be responsible for high level management of design-build project pursuits and preconstruction efforts across business units. You will work collaboratively with the VP of Preconstruction and other Preconstruction team members. You will provide expertise across all Business...
-
Senior Provider Enrollment Specialist
10 hours ago
Phoenix, United States American Vision Partners Full timeCompany Intro At American Vision Partners (AVP), we partner with the most respected ophthalmology practices in the country and integrate best-in-class management systems, operational infrastructure, and advanced technology to provide the highest quality patient care possible. Our practices include Barnet Dulaney Perkins Eye Center, Southwestern Eye Center,...
-
Senior Specialist, Generators
2 weeks ago
Phoenix, United States Capital Power Corporation Full timeA little about Capital Power Capital Power (TSX: CPX) is powering change by changing power. This north star guides our ambitions, focus, and actions as we transform our energy system to power a net zero future. We're a growth-oriented North American energy transition company headquartered in Edmonton, Alberta. We deliver reliable, affordable and...
-
Proposal Specialist
1 month ago
Phoenix, United States Azseg Full timeDescription Job Title: Proposal Specialist Department: Engineering Location: Phoenix, AZ Reports To: Director of Engineering Job Summary: Sustainability Engineering Group (SEG) is a leading multi-disciplinary architecture and engineering firm dedicated to delivering innovative and sustainable solutions for our clients. With a commitment to excellence and a...
-
Principal Procurement Specialist
7 hours ago
Phoenix, United States Pyramid Consulting, Inc Full timeImmediate need for a talented Principal Procurement Specialist. This is a 06+ Months Contract opportunity with long-term potential and is located in Phoenix, AZ(Onsite). Please review the job description below and contact me ASAP if you are interested.Job ID:24-22951Pay Range: $60 - $65/hour. Employee benefits include, but are not limited to, health...
-
Senior Design Specialist
3 days ago
Phoenix, United States MRS Full timeJob DescriptionJob DescriptionTitle : - Senior Design SpecialistDuration:- 06 MonthsLocation:- Phoenix, AZ 85044 Description:Sr. Designer to support program initiatives.Creates innovative and practical mechanical and electro-mechanical concepts and designs for components, assemblies, tools, and products of varying complexity.Works closely with engineering,...
-
Phoenix, United States iTech Post Full timeSenior IT Auditor, Broker Dealer/Asset Management Your opportunity The Internal Audit Department (IAD) of The Charles Schwab Corporation provides independent and objective assessments to figure out whether all significant risks are identified and appropriately reported by management and risk functions to the Board and Executive Management, to evaluate...
-
Proposal Specialist
1 month ago
Phoenix, United States Sustainability Engineering Group LLC Full timeJob DescriptionJob DescriptionDescription:Job Title: Proposal SpecialistDepartment: EngineeringLocation: Phoenix, AZReports To: Director of EngineeringJob Summary:Sustainability Engineering Group (SEG) is a leading multi-disciplinary architecture and engineering firm dedicated to delivering innovative and sustainable solutions for our clients. With a...