Specialist, Client Account Operations (CVRC)
Your Opportunity
Your opportunity
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.
The Customer Verification and Research Center (CVRC) within Operational Services is responsible for performing and executing the firms Customer Identification Program (CIP). We provide service to both retail investors and independent advisors.
As a CVRC Representative you will promote client loyalty by providing the highest quality support to our internal and external customers via inbound and outbound calls, processing account reviews, responding to emails and sending letters. CVRC is a fast-paced, detail-oriented, and deadline driven environment.
Key Responsibilities may include:
- Verifying our client's identity
- Risk-based investigative searches
- Fraud Detection
- ID Theft Prevention
- Working with 3rd party sources
- Performs analysis using quantitative and qualitative data from various information vendors
- Responding to questions on a wide array of technical and operational subjects.
- Actively listening, assessing client needs, researching information, and providing clients with innovative solutions.
- Problem solving and conducting research/special requests through the use of email, telephone, and our internal inquiry system.
- Identifying situations where escalation is warranted and taking the necessary action quickly in a high-risk environment.
- Communicating effectively and delivering work that is detailed and clear.
- Working collaboratively and efficiently with others in a fast-paced environment.
- Supporting business initiatives by developing strong partnerships.
- Handling escalated calls when warranted and resolving client issues by taking appropriate action quickly in a high-risk environment.
As part of our analysis work, we also strive for continuous process improvement. The successful candidate will have a track record of demonstrable success in these types of environments, as well.
What you have
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
- Strong customer service skills.
- Handling escalated calls when warranted and resolving client issues by taking appropriate action quickly in a high-risk environment.
Preferred Qualifications:
- 2+ years of experience in client service or operations with brokerage/financial industry preferred.
- Strong interpersonal, verbal, and written communication skills.
- Strong organization skills and ability to prioritize, self-directed, quickly develop a full understanding of our business and coordinate multiple processes
- Strong analytical and problem-solving skills.
- Identifies and recommends solutions to both basic and complex issues impacting Risk and/or Controls.
- Demonstrates good judgement in selecting methods and techniques for obtaining solutions.
- Solid understanding of Schwab policies, procedures, products and services.
- Series 7 and 63 licenses preferred.
- College degree or equivalent experience preferred.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
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
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
- Strong customer service skills.
- Handling escalated calls when warranted and resolving client issues by taking appropriate action quickly in a high-risk environment.
Preferred Qualifications:
- 2+ years of experience in client service or operations with brokerage/financial industry preferred.
- Strong interpersonal, verbal, and written communication skills.
- Strong organization skills and ability to prioritize, self-directed, quickly develop a full understanding of our business and coordinate multiple processes
- Strong analytical and problem-solving skills.
- Identifies and recommends solutions to both basic and complex issues impacting Risk and/or Controls.
- Demonstrates good judgement in selecting methods and techniques for obtaining solutions.
- Solid understanding of Schwab policies, procedures, products and services.
- Series 7 and 63 licenses preferred.
- College degree or equivalent experience preferred.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
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.