Job description
Your Opportunity
The Operational Services organization at Schwab is comprised of centralized teams that support Schwab business goals through the delivery of technology, operations, projects, business continuity, and offshore management. The focus is on enhancing our operating leverage by integrating functions, increasing productivity, and gaining efficiencies to better position Schwab to compete in the marketplace and to reinvest in areas that matter most to our clients. The Document Control Department within Operational Services performs a variety of first-touch functions for clients, financial advisors and internal business partners including intake of incoming documents and checks, routing client requests from all entry channels to the proper workflows for our downstream partners to process, fulfilling duplicate document requests, braille statements, and signature card handling.
What you are good at
An Operations Specialist in Document Control performs a variety of first touch functions for clients, financial advisors, and internal business partners.
Key functions in this role include sorting, analyzing and scanning incoming client documents into our imaging system, and validating them into the proper workflows. This role will focus primarily on document prepping and scanning functions or indexing/validation functions. Our internal partners depend on us in order to process client requests in a timely manner. Document Control is also responsible for receiving, preparing, and scanning all checks into the Check Deposit Automation system. Flexibility is a key part of this role as our representatives are asked to switch gears throughout the day in order to assist the department with meeting critical cut-off times during periods of high volume spikes.
Additionally, Document Control Specialists are expected to serve as a subject matter expert and will be tasked with additional responsibilities such training of new hires and contractors, working complex myQ cases, inbox inquiries, escalation research, automated client records, internal department reporting and ad hoc projects as assigned.
What you have
To be effective and succeed in this role, the ideal candidate will demonstrate the ability to build and sustain strong relationships in the team and with internal partners. High level attention to detail, productivity, accuracy and accountability are all key attributes that will mark the finalists for this position. Additional requirements and considerations include:
Bachelor’s degree or equivalent business experience required- Thorough knowledge of brokerage/financial services industry with prior Operations experience strongly preferred
- Positive attitude, enthusiasm, professionalism, integrity and strong work ethic
- Excellent verbal and written communication skills to influence, build consensus and integrate complex information
- Must be team-oriented, great at problem solving, able to juggle multiple priorities and excel in a dynamic and fast-moving environment
- Passion for learning, driving process simplification and respectfully challenging the status quo
- Excellent judgment and risk analysis skills are required
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