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 location(s)

Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation, and has over $320 billion under management in mutual funds, ETFs and SMA’s. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. CSIM uses a consistent and disciplined approach to investing across all our products and seeks to develop innovative new products to meet the core investing needs of our clients.

We are looking for people with a passion for helping clients. The successful Specialist in Client Service will serve as a vital member of the Client Services team, serving clients and advisors. Through experience, investment knowledge, and professional development, the entire team strives to provide our clients with a great advisory relationship experience.

What you are good at

Provide support to the Client Service Mangers (CSMs) on a wide variety of tasks Assist with opening and closing client accountsProcess deposits and withdrawals for clientsPreparation of client documents for signatureAssist in the quarter-end reportingAssist with mailing multiple distributions to clientsLiaison with operations and trading to effectively disseminate informationCollaborate on various CS department projectsAssist with generating reports as requested by other CSIM departments and clientsAccount maintenance – daily, weekly, monthly and quarterly tasksPerform database updates, as necessaryCollaborate in working groups, to better enhance workflows and processesProvide outstanding client service while demonstrating empathy and problem-solving skillsWhat you have

The candidate must have very strong communication skills, impeccable attention to detail, a positive attitude, self-initiator, professionalism, incredible follow-through, a great work ethic and the ability to work on multiple projects and prioritize with ease.

Passion for service and finance with the ability to provide a superior level of serviceAptitude for complex problem solvingGood analytical skills with a superior level of attention to detail in order to adhere to policies, procedures and guidelinesCollaborative and relational work style with proven success in a team environmentExcellent communication and interpersonal skillsA savvy user Excel, Word, PowerPoint, Microsoft OutlookCollege degree – BA/BS preferredDesire for growth opportunities and ongoing trainingNo certifications required
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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Apply Save job