Senior Finance Support Specialist
3 days ago
We are seeking a highly skilled and detail-oriented Senior Finance Support Specialist to join our team at Charles Schwab.
This role offers an exciting opportunity to work in a dynamic environment where you will provide exceptional support to our clients and advisors.
Key Responsibilities- Support Client Service Managers on various tasks, ensuring seamless execution and timely completion
- Assist with account openings and closures, processing deposits and withdrawals, and preparing client documents for signature
- Liaise with operations and trading teams to effectively disseminate information and enhance workflows
- Collaborate on departmental projects, generating reports as requested by other CSIM departments and clients
- Perform daily, weekly, monthly, and quarterly account maintenance tasks
- Strong communication skills, impeccable attention to detail, and a positive attitude
- Aptitude for complex problem-solving, analytical skills, and ability to adhere to policies and procedures
- Experience working with Schwab systems, processes, and procedures, along with proficiency in Salesforce, Excel, Word, PowerPoint, and Microsoft Outlook
- Desire for growth opportunities and ongoing training
We offer a competitive salary range of $60,000 - $80,000 per annum, based on experience, plus bonus or incentive opportunities. Our comprehensive benefits package includes:
- 401(k) with company match and Employee Stock Purchase Plan
- Paid time off 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
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