Job Description

Your Opportunity
The Investor Services Onboarding Team supports onboarding for our retail Investor Services Organization, including Client Service & Support and the Branch Network.

What you are good at

The IS Onboarding Sr. Specialist will provide support that focuses on initial onboarding and ongoing support for the majority of the Investor Services Groups and focus on:

* Navigating internal systems to execute on a set of tasks required to onboard new employees
* Assisting in addressing onboarding related issues and proposed enhancements
* Developing and maintaining strong internal relationships with key partners
* Communicating effectively with new hires, hiring managers and key partners
* Assisting in identifying, assessing, and implementing improvements to the core process
* Responding to inquiries to the Branch Onboarding email box
* Assisting with ad hoc projects to support business needs
* Delivering outstanding business results

What you have

* Minimum of 3 years of experience in financial services
* Minimum of 3 years of experience in project management
* Full commitment and passion to serving the needs of clients, employees, and shareholders
* High focus on execution and business-accountability
* Strong problem solving skills with the ability to identify opportunities in processes flows
* Proven analytical skills with a level of attention to detail in order to adhere to policies, procedures and guidelines
* Ability to gain the respect, trust, and support of leadership, partners, and peers
* Superior written and verbal communication skills, including being able to synthesize data, develop recommendations, and influence partners
* Advanced technical skills, including proficiency in MS Office and the aptitude to learn new programs, as well as easily utilize multiple applications simultaneously
* Working knowledge of SALESFORCE, MYIT, MYACCESS
* Ability to work with minimal oversight of day to day responsibilities
* Active FINRA Series 7 & 63 (or 66) licenses preferred; but not required









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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. Were 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: Whats 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.

The posted salary range describes the minimum to maximum range for this job description in the state of Colorado. The salary range is posted in accordance with the Colorado Equal Pay for Equal Work Act. The salary range for this same position may be lower or higher in markets outside of Colorado.

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.

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