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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, and has over $320 billion under management in mutual funds, ETFs and SMA’s. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. CSIM uses a consistent and disciplined approach to investing across all our products and seeks to develop innovative new products to meet the core investing needs of our clients.

The successful Specialist in Client Service will serve as a vital member of the Client Services team, assisting with documentation and dissemination of materials. Through experience, investment knowledge, and professional development, the entire team strives to provide our clients with a great advisory relationship experience.

• Provide support to Client Service Mangers (CSMs) and Client Services Associates (CSAs) on a wide variety of tasks
• Assist with opening and closing client accounts
• Help maintain accurate client records
• Prepare client documents for signature
• Assist in the quarter-end reporting
• Assist with mailing distributions to clients
• Act as a liaison with operations to effectively disseminate information
• Participate with various CS department projects
• Assist with generating reports as requested by other CSIM departments and clients
• Perform database updates, as necessary
• Collaborate in working groups to better enhance workflows and processes

Required Qualifications:

• Ability to work 5 day/week in-office
• Experience applying analytical and critical thinking skills with attention to detail in order to adhere to policies, procedures and guidelines
• Past success working in a collaborative team environment to accomplish Administrative and Client Service goals
• Proven ability to work on multiple projects and prioritize with ease
• Proven track-record of quickly learning new tools and processes
• Experience with Microsoft Excel, Word, PowerPoint, Outlook, Teams

Preferred Qualifications:

• Passion for service and finance with the ability to provide a superior level of admin and client service
• Positive attitude
• Incredible follow-through
• Great work ethic
• Excellent communication and interpersonal skills
• Desire for growth opportunities and ongoing training

At 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