Trading Operations Specialist
Your Opportunity
Your opportunity
Charles Schwab Trust Bank plays a critical role in helping clients achieve their financial goals. We are focused on partnering with clients and our business partners who support them to ensure every interaction with Schwab is simple and easy. We’re also focused on safeguarding our clients’ and firms’ assets – supporting Schwab’s vision of being the most trusted leader in investment services.
A Specialist for the Specialized Trading Operations team within Charles Schwab Trust Bank will work with various internal and external business partners to facilitate specialized trading on behalf of retirement plans, as well as reviewing and processing fund additions to our trading platform. This role provides the opportunity to innovate, streamline processes, and reduce risk while supporting multiple key business partners. Ability to work in a fast-paced environment, both attention to detail and thinking in an unexpected way are a must. Candidates will need to communicate effectively within a team environment.
What you are good at:
• Establishing and maintaining relationships both within the department and across organizations/enterprises
• Identify process improvements that lead to improved efficiencies and a greater business partner and client experience
• Uses knowledge of functional area to assist team with strategy and process development
What you have
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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
What you are good at
What you have
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.