Trust Account Support Specialist
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 in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
Schwab’s Personal Trust Services (“PTS”) organization provides personal trust products and services to Schwab’s clients, including individual investors, beneficiaries, RIAs, and corporate fiduciaries. PTS products and services are provided through three separate legal entities; Charles Schwab Trust Company, Charles Schwab Trust Company of Delaware, and Charles Schwab &Co. PTS products cover the full fiduciary, agency, and custody spectrum, including fiduciary trust administration and investment management, directed trustee, trusteed IRA, administrative agency, trust reporting, and trust outsourcing.
The Specialist, Trust Account Support is responsible for supporting trustees with reporting and record-keeping requirements. The job requires both direct contact with internal business partners and external clients and operational activities to complete the trustees’ requests. Main functions include establishing accounts, the gathering and record-keeping of assets, and updating account information as requested by the authorized party. Tasks can be among any PTS product/service and may be client facing or back office.
Schwab follows the three lines of defense model of risk governance. The Specialist, Trust Account Support is a first line of defense position for CSTC and CSTCD and assures compliance with all trust company policies and procedures, Schwab’s enterprise risk management program, as well as all applicable state and federal banking and trust regulations in the context of their responsibilities.
Unleash your expertise: what you’re good at
- Highly client oriented with demonstrated experience in client servicing and relationship management
- Prioritizing, managing, and processing complex requests to ensure items are completed within established time frames
- Providing superior follow-up, along with excellent interpersonal, verbal, and written communication skills
- Attention to detail and accuracy in data input
- Working in a team setting to service client needs efficiently and effectively
- Anticipating potential risk issues and escalating as needed
What you have
- 2-3 years of experience in banking or financial industry, including customer service experience
- Bachelor’s degree or equivalent work experience required
- CTFA desired
- Understanding of personal trust products and trust administration concepts desired
- Highly client-oriented with demonstrated experience in client management
- Creative thinker with strong problem-solving ability
- Excellent written and verbal communication skills including ability to synthesize data, develop recommendations, influence partners and report on status.
- Ability to communicate effectively to varying levels across the organization and build strong partnerships
- Excellent organizational skills with the ability to prioritize and handle multiple competing priorities within established deadlines
- Ability to embrace change and innovation
- Comfortable in a dynamic and fast-moving work environment
- Positive attitude, team orientation, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics
#SchwabBTSjobs
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
- 2-3 years of experience in banking or financial industry, including customer service experience
- Bachelor’s degree or equivalent work experience required
- CTFA desired
- Understanding of personal trust products and trust administration concepts desired
- Highly client-oriented with demonstrated experience in client management
- Creative thinker with strong problem-solving ability
- Excellent written and verbal communication skills including ability to synthesize data, develop recommendations, influence partners and report on status.
- Ability to communicate effectively to varying levels across the organization and build strong partnerships
- Excellent organizational skills with the ability to prioritize and handle multiple competing priorities within established deadlines
- Ability to embrace change and innovation
- Comfortable in a dynamic and fast-moving work environment
- Positive attitude, team orientation, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics
#SchwabBTSjobs
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.