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Financial Operations Specialist
2 months ago
We are seeking a highly skilled and detail-oriented Financial Operations Specialist to join our team at Charles Schwab. As a key member of our operations team, you will be responsible for ensuring the smooth execution of financial transactions, maintaining accurate records, and providing exceptional client support.
Key Responsibilities- Risk Prevention and Management: Identify and mitigate potential risks associated with financial transactions, ensuring compliance with regulatory requirements.
- Client Support and Education: Provide timely and effective support to clients, educating them on financial products and services, and resolving any issues that may arise.
- Financial Transaction Processing: Process and verify financial transactions, ensuring accuracy and timeliness.
- Collaboration and Communication: Work closely with internal teams to ensure seamless execution of financial operations, and communicate effectively with clients and stakeholders.
- 2+ years of experience in financial operations, client support, or a related field.
- Strong analytical and problem-solving skills, with the ability to identify and mitigate potential risks.
- Excellent communication and interpersonal skills, with the ability to work effectively with clients and internal teams.
- Knowledge of financial regulations and compliance, with the ability to ensure adherence to regulatory requirements.
At Charles Schwab, we offer a competitive benefits package, including:
- 401(k) with company match
- Paid time off and vacation
- Tuition reimbursement
- Health, dental, and vision insurance
We are an equal opportunity employer, committed to diversity and inclusion. If you are a motivated and detail-oriented individual with a passion for financial operations, we encourage you to apply for this exciting opportunity.
