Sr. Specialist, Investor Services Onboarding Team

Sr. Specialist, Investor Services Onboarding Team

05 May 2019

Sr. Specialist, Investor Services Onboarding Team

Vacancy expired!

Description:Phoenix - AZ, PHXPEAK, 2423 E Lincoln Dr, 85016-1215Jillian Theresa Kral20190501-2739We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.Our Opportunity:Field Enablement is an arm of Investor Services supporting the organization for sales and service enablement, employee experiences and client & sales support.We are looking for a Sr. Specialist to provide onboarding support for Investor Services new hires at Schwab.What you’ll do:The Onboarding Sr. Specialist will provide support including initial onboarding and ongoing support for Investor Services 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 Onboarding email boxes

Assisting with ad hoc projects to support business needs

Delivering outstanding business results

What you have:

Minimum of 3 years of experience in a financial services—service and operations, 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

Preferred working knowledge of Schwab internal systems, tools, and resources

Preferred working knowledge of Salesforce

Ability to work with minimal oversight of day to day responsibilities

Active FINRA Series 7 & 63 (or 66) licenses preferred

What you’ll get:

Comprehensive Compensation and Benefits package

Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. 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 at .) 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.If you need an accommodation in the application process, please email or call HR Direct at 800-725-3535.Job SpecificationsWork Schedule:


English - spokenCurrent Licenses / Certifications:

NoneRelevant Work Experience:

Project Management-2-5 yrs, Financial Services-2-5 yrsPosition Located In:

TX - Westlake, AZ - PhoenixEducation:

BA/BSJob Type:

Full TimeCategory:Project/Program ManagementActivation Date: Friday, May 3, 2019Expiration Date: Saturday, May 18, 2019Apply Here

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