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The Operational Services organization at Schwab partners with teams across the firm to deliver on service promises to Schwab clients. We are responsible for best-in-class service, protecting and safeguarding the assets of the firm and our clients, all while increasing scalability and efficiency.
Within Operational Services, the Transformation Solutions Team (TST) is a cross-functional group that is helping to drive transformation across Operational Services and the broader firm. We use a variety of methodologies, tools and capabilities to drive large-scale change. We partner with teams across Schwab to deliver best-in-class experience, service, and processing solutions for our clients and advisors.
TST stewards Schwab's Smart Processing strategy, which is at the center of Schwab's sustainable competitive advantage. Smart Processing requires end-to-end, ecosystem strategy, vision, planning, and execution. A key platform in this strategy is myQ which is our centralized case management tool built on the Pega platform that receives and routes client requests in need of Servicing or Operational processing. Core principles such as standardized SLA and urgency models, skills and prescriptive routing ensure requests are prioritized and assigned appropriately.