Specialist, Client Account Operations (CVRC)

Charles Schwab

El Paso, TX

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JOB DETAILS

SKILLS

Analysis Skills, Brokerage, Business Support, Communication Skills, Customer Service Operations, Customer Support/Service, Customer/Client Research, Dental Insurance, Detail Oriented, Establish Priorities, Finance, Interpersonal Skills, Investment Services, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Process Management, Research Skills, Resolve Customer Issues, Retail, Risk, Risk Management, Series 7, Stock Purchase Plans, Time Management, Vision Plan, Writing Skills

LOCATION

El Paso, TX

POSTED

2 days ago

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. 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).

The Customer Verification and Research Center (CVRC) within Client Account Operations 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 Hotline Specialist you will promote client loyalty by providing the highest quality support to our internal and external customers via inbound and outbound calls, processing account reviews, responding to emails and sending letters. CVRC is a fast-paced, detail-oriented, and deadline driven environment.

Key Responsibilities may include:

+ Verifying our client's identity

+ Risk-based investigative searches

+ Fraud Detection

+ ID Theft Prevention

+ Working with 3rd party sources

+ Performs analysis using quantitative and qualitative data from various information vendors

+ Responding to questions on a wide array of technical and operational subjects.

+ Actively listening, assessing client needs, researching information, and providing clients with innovative solutions.

+ Problem solving and conducting research/special requests through the use of email, telephone, and our internal inquiry system.

+ Identifying situations where escalation is warranted and taking the necessary action quickly in a high-risk environment.

+ Communicating effectively and delivering work that is detailed and clear.

+ Working collaboratively and efficiently with others in a fast-paced environment.

+ Supporting business initiatives by developing strong partnerships.

+ Handling escalated calls when warranted and resolving client issues by taking appropriate action quickly in a high-risk environment.

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.

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:

+ Strong customer service skills.

+ Handling escalated calls when warranted and resolving client issues by taking appropriate action quickly in a high-risk environment.

Preferred Qualifications:

+ 2+ years of experience in client service or operations with brokerage/financial industry preferred.

+ Strong interpersonal, verbal, and written communication skills.

+ Strong organization skills and ability to prioritize, self-directed, quickly develop a full understanding of our business and coordinate multiple processes

+ Strong analytical and problem-solving skills.

+ Identifies and recommends solutions to both basic and complex issues impacting Risk and/or Controls.

+ Demonstrates good judgement in selecting methods and techniques for obtaining solutions.

+ Solid understanding of Schwab policies, procedures, products and services.

+ Series 7 and 63 licenses preferred.

+ College degree or equivalent experience preferred.

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

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
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 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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

About the Company

Charles Schwab

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.

The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

COMPANY SIZE

1,000 to 1,499 employees

INDUSTRY

Security and Surveillance

FOUNDED

1971

WEBSITE

http://www.aboutschwab.com/careers

Specialist, Client Account Operations (CVRC)

Charles Schwab

El Paso, TX

About the Company

Charles Schwab

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