What are the responsibilities and job description for the Workflow Operations Associate position at Charles Schwab?
Your opportunity
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
In Schwab Advisor Services, we support independent financial professionals by helping them run their businesses smoothly and confidently. As a Workflow Solutions Associate, you’ll be part of the team that keeps things moving behind the scenes—making sure requests are handled quickly, accurately, and with care.
In this role, you’ll be at the heart of our operational engine by reviewing and processing advisor-submitted requests. You’ll engage primarily through electronic communication, with occasional outbound calls to clarify and resolve items that require attention. Every interaction is an opportunity to deliver clarity, confidence, and forward momentum.
You’ll receive comprehensive on-the-job training to assess and advise on client materials, such as money movements, account updates, and identity verification. You’ll learn how to navigate complex scenarios and apply sound judgment in a structured environment. The ability to adapt, think critically, and maintain a sharp eye for detail will be key to your success.
Above all, timeliness and accuracy are paramount. Your work directly impacts our advisors’ ability to serve their clients—and we take that responsibility seriously.
Join us in a role where your contributions matter, your growth is supported, and your work helps shape the future of independent advice.
What you have
Required Qualifications
#campus
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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:
- This position will start August 17th, 2026***
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
In Schwab Advisor Services, we support independent financial professionals by helping them run their businesses smoothly and confidently. As a Workflow Solutions Associate, you’ll be part of the team that keeps things moving behind the scenes—making sure requests are handled quickly, accurately, and with care.
In this role, you’ll be at the heart of our operational engine by reviewing and processing advisor-submitted requests. You’ll engage primarily through electronic communication, with occasional outbound calls to clarify and resolve items that require attention. Every interaction is an opportunity to deliver clarity, confidence, and forward momentum.
You’ll receive comprehensive on-the-job training to assess and advise on client materials, such as money movements, account updates, and identity verification. You’ll learn how to navigate complex scenarios and apply sound judgment in a structured environment. The ability to adapt, think critically, and maintain a sharp eye for detail will be key to your success.
Above all, timeliness and accuracy are paramount. Your work directly impacts our advisors’ ability to serve their clients—and we take that responsibility seriously.
Join us in a role where your contributions matter, your growth is supported, and your work helps shape the future of independent advice.
What you have
Required Qualifications
- Ability to review information carefully, catch errors, and follow procedures with precision
- Demonstrated ability to create positive experiences by listening actively, responding thoughtfully, and helping others resolve issues
- Drives positive client outcomes by applying structured, service-oriented thinking.
- Demonstrated ability to recognize potential risks and apply sound judgment when following established procedures
- Ability to adjust quickly to changing priorities, new information, or unexpected challenges while maintaining focus
- Bachelor’s degree or equivalent skills
- Minimum of 1 year in Advisor Services preferred - Knowledge of Advisor Services products, services, marketing resources, sales materials as well as demonstrated brokerage industry knowledge
- Exceptional operational and organizational skills with the ability to self-direct and efficiently manage high volumes of transactional tasks in fast-paced environments
- Aptitude to learn new tools and concepts and apply them quickly
- Proven enthusiasm, professionalism, and strong work ethic while contributing to team goals
#campus
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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 plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Salary : $27 - $28