Search the 30 jobs at Charles Schwab

Managing enterprise and operational risk testing activities, conducting testing projects across various risk disciplines, collaborating with risk and business partners, and presenting findings to leadership.

As a Client Relationship Specialist at Schwab, you will play a critical role in delivering an unparalleled client experience, under the guidance of your managers. The role offers growth opportunities and support for obtaining licensing in the Series 7 and 63/66.

Lead the development team for the Retail Salesforce CRM platform at Schwab, architect enterprise solutions, coordinate with key collaborators, ensure quality through testing and monitoring, drive development process improvements, and provide mentorship and technical support.

As a Client Relationship Specialist at Schwab, you will assist Client Relationship Manager and Branch Manager to deliver an unparalleled client experience. The role offers growth opportunities in the financial services industry.

Manage trading operations, resolve margin-related issues, enforce regulations, provide exceptional customer service, lead projects, deliver training, and act as a subject matter expert in Margin Services.

Join a critical department within CS&S's Operational Support division that provides specialized phone support and resolution to client inquiries. Responsibilities include providing outstanding client service, managing client needs, practicing active listening, anticipating and preventing client issues, managing risk, and championing client use of digital platforms.

As a Client Relationship Manager (CRM) at Schwab, you will play a key leadership role in the daily operational success of the local branch. Responsibilities include client relationship management, resolving escalations, coordinating branch operations, and supporting new processes. This role offers opportunities for mentorship and professional growth.

Client Relationship Specialist role at Schwab, focusing on delivering exceptional client service and operational success. Opportunity for growth and development in the financial services industry. Preferred qualifications include experience in financial services/wealth management, strong communication skills, and ability to handle client needs effectively.

As a Client Relationship Specialist at Schwab, you will assist the Client Relationship Manager and Branch Manager in delivering an unparalleled client experience. This role offers growth opportunities and the chance to deepen your expertise in the financial services industry.

Client Relationship Specialist at Schwab with 1+ years of client/customer service experience. Responsibilities include assisting Client Relationship Manager and Branch Manager, handling client needs, and maintaining good relationships. Opportunity for growth in financial services industry. Preferred qualifications include experience in financial services/wealth management and excellent communication skills.

As a Client Relationship Manager at Schwab, you will play a crucial leadership role in daily branch operations, supporting client needs, resolving escalations, and deepening relationships. Responsibilities include coordinating branch paperwork, training staff, and implementing new processes. This role values mentorship and development of client service professionals.

Manage interest rate derivatives portfolio, analyze risk exposures, create hedge strategies, monitor hedge instruments, support policy development, and collaborate with stakeholders and regulators.

As a Senior Manager in Treasury Capital Markets at Schwab, you will be responsible for Interest Rate Risk measurement and monitoring through Net Interest Income and Economic Value of Equity sensitivity analyses, as well as analytics, attribution, and automation for on-balance-sheet and off-balance-sheet exposures.

Operational Associates in Asset Transfer Services at Schwab perform various functions including processing transfer paperwork, reviewing assets for transfer, and providing excellent customer service to clients and partners.

The Angular / UX Developer will be responsible for supporting the development of user interfaces, fostering partnerships with business and technical teams, and becoming a subject matter expert in Billing applications. They will actively participate in design sessions, develop software with unit testing and QA testing, and engage in the modernization of a new billing platform at Schwab.

Drive thought leadership, perform analysis, execute projects, influence and communicate, oversee offer initiatives from ideation through execution. Bachelor's degree required with 5+ years of experience in product management and offer development. Proficiency in MS Office Products.

Senior Manager, Software Engineering at Schwab responsible for managing platform support for key systems, leading 2 or 3 teams, promoting technical and organizational leadership, and driving efficient solutions for internal clients.

Responsible for designing, developing, and implementing solutions for complex applications in the finance industry. Opportunity to lead and mentor Scrum teams and work on cloud platforms like Azure and GCP. Collaborate with cross-functional teams to deliver high-quality software projects.

The Senior Manager, Segmentation Strategy at Schwab is responsible for advancing and delivering business cases using data to maximize monetization efficiently. They will create high-impact presentations, act as a strategist for the Segmentation Enablement team, leverage analytical models, collaborate with stakeholders, and develop subject matter expertise around key Schwab systems and client populations.

Client Relationship Specialist responsible for providing unparalleled value and service to clients, assisting with business development opportunities, and scheduling client consultations. Requires Bachelor's degree or equivalent work experience in client service industry.