Job Description

Your Opportunity
Schwab Charitable is an independent public charity created to help increase charitable giving in the United States by offering the flexible giving solution of a donor-advised fund account. A donor-advised fund account is a simple, efficient, tax-smart investment account designed specifically for charitable purposes that offers clients and advisors a simple and streamlined way to contribute, invest and grant effectively. We are a leading national donor-advised fund providerhaving granted out to over 123,000 charities since inception on behalf of our donors.

At Schwab Charitable, we believe people have an inherent desire to give and that investing and giving when done together can empower us to make a real difference in the world. We make it easy to integrate charitable giving into clients financial planning and wealth management strategies. We believe that if our clients apply the same thoughtful strategy to their giving and philanthropy that they apply to their finances and investments, they will be happier and more fulfilled donors. Through our uniquely integrated approach, access to online resources and our team of charitable specialists, we offer the tools, guidance and relationships to help donors give more to the charities that matter most to them.

Schwab Charitable operates as an independent charity, but is closely affiliated with and enjoys the support of Charles Schwab & Co, including contractual agreements to provide a variety of services. This position will be an employee of Charles Schwab & Co. and will be subject to its human resources and risk policies and procedures, but will report to and be accountable to Schwab Charitable for day-to-day activities.

What you are good at

* Serve as a dedicated relationship liaison to specific high net worth donors and advisors
* Provide top quality customer service through immediate, thoughtful, and thorough responses to client inquires
* Deepen relationships by providing resourceful, effective problem analysis and resolution for high-touch clients
* Collaborate with other Schwab Charitable departments and key business partners to provide efficient and effective service for advisors and donors
* Review and process grant recommendations made by clients to ensure efficient and personalized processing
* Research and interface with charitable organizations to facilitate the grant making process for this group of clients, including compliance with regulatory eligibility requirements
* Facilitate complex non-cash contributions to clients donor-advised funds
* Support and participate in organizational initiatives and projects as a subject matter expert as needed

What you have

* BA/BS degree highly preferred
* Minimum of 2 years of employment experience (background in financial services, specifically with Charles Schwab, Inc., Schwab Charitable, or the Donor Advised Fund sector highly desired)
* High level of ownership, emotional intelligence, and critical thinking that enable a Through Clients Eyes mindset when providing client service and problem resolution
* Ability to work in a fast-paced environment by absorbing and applying complex information quickly while maintaining a high attention to detail with an emphasis on accuracy
* Well-developed time management skills with the ability to organize, manage and juggle competing priorities
* Flexibility and willingness to work extended hours/overtime during the year-end peak season (mid-November through February)
* Well-developed written and verbal communication skills with the ability to discuss complex regulations, financial services, and operational details with advisors, clients and charities with confidence
* The ability to develop, maintain, and strengthen partnerships with others inside or outside of the organization who can provide information, assistance, and support
* Ability to think creatively, identify opportunities to improve efficiency in processes, and work with teams to implement solutions
* An approach to problem-solving using a logical, systematic, sequential approach
* Focus to champion innovation and change by seeking out diverse perspectives to inform continuous improvement opportunities and/or innovative ways to improve









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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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