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.
Our goal in Mutual Fund Operations (MFO) is to be the most admired and respected group within the Industry. We are known for our spectacular customer service and flawless execution; the quality and breadth of our product offering; and the unparalleled professionalism of our employees.
MFO is a cross-functional team that handles multiple functions within Mutual Fund Operations, including, but not limited too: Trading, Dividends, Sub Accounting and Vendor Relationships.
You must have the ability to maintain a good working relationship with our external Clearing Correspondents, external Mutual Fund Companies and Transfer Agents, and internal business partners. To be successful, you will be adaptable to change and work collaboratively with cross-location business partners.
What you haveTo ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.
Required Qualifications:
Minimum of 2+ years’ experience with the back-office operations of a brokerage or financial services firmExperience with vendor relations or sub accounting relative to Mutual FundsComplex problem-solving skillsStrong analytical, research, data entry and prioritization skillsProven experience collaborating across business unitsAbility to understand and mitigate riskExcellent written and verbal communication skillsProficient with Microsoft Outlook, Excel and WordPreferred Qualifications:
Ability to maintain a positive attitude during times of heavy volume and/or changeStrong interpersonal and teamwork skillsAbility to maintain accuracy while processing large volumes of work under strict time constraintsDetailed orientatedBachelor's degreeSeries 7 & 63In addition to the salary range, this role is also eligible for bonus or incentive opportunities
Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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