Corporate Security Background Investigation Associate
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.
We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
The Corporate Security Background Investigation Associate is responsible for operational support for new to firm or reoccurring background screenings. Responsible for effectively communicating with candidates, new hires, hiring managers, HR partners (e.g. Talent Acquisition), and other business partners (e.g. registration, compliance, security, etc.).
What you’ll do:
- Process candidate Background Screenings: some of the duties include, but are not limited to: review of application for completeness and disclosures; obtain any and all information needed to initiate Background screening; review for discharges and disclosures;; initiate background screening through our vendor to begin the screening process; verify professional licenses and designations; verify employment and/or education, as needed; review of credit report flagged by vendor.
- Drug Testing – monitor for scheduling, notifications, and results.
- Enter background and drug screening results and CRD/licensing information into candidate’s record for final review by manager.
- Monitor inbox, respond to inquiries, other duties as assigned
- Corporate Security-related special projects
- Provide testing support for HR Technology, as needed.
- Build effective and strong relationships with our Talent Advisors, HRIS, HRSS team, and other partners.
- Maintain a high level of accuracy, communicate effectively, and deliver seamless service & support.
- Maintain and/or exceed Service Level Agreements
Please note: this position is Monday - Friday during standard business hours with a hybrid work model (4 days in office, 1 day working from home). It is only available in the locations listed. Candidate must reside in or be willing to relocate on their own to one of the listed locations.
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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:
- High school/GED
- Strong analytical skills and attention to detail
- 2+ years of experience in an HR-related role
- Exceptional at customer service with a focus on the candidate and employee experience
- Operational excellence with a focus on producing high-quality results
- Ability to be effective at problem-solving, process improvement, and having a positive impact to user and employee experience
- Effective at communicating, problem-solving, teamwork, and results-oriented
- Well-organized with the capability to work in a high-volume, fast-paced environment
- Must be flexible and able to multi-task, prioritize and meet assigned deadlines
- High level of proficiency using Microsoft Office (i.e. Excel, Word, Outlook and PowerPoint)
Preferred Qualifications:
- Corporate Security, and/or Background Investigations
- Proficiency with HR systems and Corporate Security systems (e.g., Workday, iCIMS)
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:
- High school/GED
- Strong analytical skills and attention to detail
- 2+ years of experience in an HR-related role
- Exceptional at customer service with a focus on the candidate and employee experience
- Operational excellence with a focus on producing high-quality results
- Ability to be effective at problem-solving, process improvement, and having a positive impact to user and employee experience
- Effective at communicating, problem-solving, teamwork, and results-oriented
- Well-organized with the capability to work in a high-volume, fast-paced environment
- Must be flexible and able to multi-task, prioritize and meet assigned deadlines
- High level of proficiency using Microsoft Office (i.e. Excel, Word, Outlook and PowerPoint)
Preferred Qualifications:
- Corporate Security, and/or Background Investigations
- Proficiency with HR systems and Corporate Security systems (e.g., Workday, iCIMS)
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.