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Associate, Operations - Asset & Account Maintenance

AT Charles Schwab
Charles Schwab

Associate, Operations - Asset & Account Maintenance

2 weeks agoAustin, TX

Viewed on April 26, 2025

Pay range: USD $24.04 - $28.85 / Hour

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 purpose of the Asset & Account Maintenance team within Trust and Custody Services is to own the setup and maintenance of company sponsored retirement plans requested through the Retirement Business Services and Retirement Plan Services channels. You will work within a team and rotate as necessary to meet the goals of the business on daily functions and projects. You will have the opportunity to review and enhance processes, and the ability to leave a mark on a growing business unit in an industry leader with various opportunities for growth.

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Your responsibilities will include but not be limited to:

  • Complete assigned daily functions in a fast-paced operational environment
  • Quickly learn the processes and identify process improvements
  • Accurately process high volumes of work independently while working within a collaborative team
  • Prioritize multiple tasks daily while maintaining continuous communication with management and other internal business partners.
  • Take initiative on complex or escalated items
  • Take on projects

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:

  • Attention-to-detail
  • Superior verbal and written communication skills.
  • Strong critical thinking skills to aid in problem solving
  • A positive and engaged mindset to bring to a team environment
  • Analytical skills that include the ability to research and resolve issues timely
  • Interest in the financial services industry and desire to learn about retirement plans

Preferred Qualifications:

  • Advanced Excel Skills
  • Bachelor's Degree

#schwabBTSjobs

What's in it for you

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:

  • 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

Client-provided location(s): Austin, TX, USA
Job ID: CharlesSchwab-2025-107080
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • FSA With Employer Contribution
    • HSA
    • HSA With Employer Contribution
    • Pet Insurance
    • Mental Health Benefits
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Sabbatical
    • Leave of Absence
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Shadowing Opportunities
    • Access to Online Courses
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program