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.

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 have

To 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 Word

Preferred 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 & 63

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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