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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.
The Customer Verification and Research Center (CVRC) within Operational Services is responsible for performing and executing the firms Customer Identification Program (CIP). We provide service to both retail investors and independent advisors.
As a CVRC Representative you will promote client loyalty by providing the highest quality support to our internal and external customers via processing account reviews, responding to emails and sending letters, and making inbound and outbound calls occasionally. CVRC is a fast-paced, detail-oriented, and deadline driven environment.
Key Responsibilities may include:
As part of our analysis work, we also strive for continuous process improvement. The successful candidate will have a track record of demonstrable success in these types of environments, as well.
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
Preferred Qualifications:
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
Full Time
Securities
$94k-126k (estimate)
07/21/2023
05/18/2024
aboutschwab.com
SAN FRANCISCO, CA
15,000 - 50,000
1986
WALTER W BETTINGER II
$10B - $50B
Securities