Charles Schwab • OMAHA, NE 68197 • Posted 3 days ago
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The Client Reporting & Securities Hotline Operations Specialist at Charles Schwab is part of the Client Service & Support's Operational Support division, focusing on providing high-quality subject matter expertise to clients and internal business partners. This role involves hands-on training to support departments covering a variety of subjects including Schwab client tax reporting, cost basis, corporate actions, securities operations, distributions, and client reporting products. The position offers a challenging opportunity to join a critical department within CS&S’s Operational Support division, providing specialized phone support and resolution to client inquiries.
Client Reporting and Security Service (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.
Charles Schwab’s Alternative Investment Custody Services (AICS) 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.
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What you are good at
Our 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:
You demonstrate these behaviors:
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:
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