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Charles Schwab
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Westlake, Texas
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Your opportunity
The Financial Planning Group is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs
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Charles Schwab
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Westlake, Texas
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Deliver professional presentations to both large and small groups. Be able to lead effective service ... Sr. Client Service Manager position. We are looking for motivated individuals to support complex
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Charles Schwab
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Westlake, Texas
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Qualifications:
6-8 years relevant financial services experience, including broker dealer and retail experience
5+ years supervisory, risk, audit, control, or compliance experience in similar financial
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Charles Schwab
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Westlake, Texas
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management’s supervisory responsibility and its efforts to achieve compliance with financial services rules ... dynamic and engaging compliance professional to join the team as a Senior Manager to conduct risk-based
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Charles Schwab
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Westlake, Texas
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; advanced degree a plus;
7+ years of related work experience in a financial organization;
General ... construct and utilize complex financial models;
Strong interpersonal and management skills with the
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Charles Schwab
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Westlake, Texas
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Experience with financial systems and financial data.
Ability to use SQL to extract information from ... ’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development
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Charles Schwab
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Westlake, Texas
...
Your opportunity
The Financial Planning Group is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs
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Charles Schwab
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Westlake, Texas
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finance industry together. _**
As a Sr. Specialist, Service Associate in our Centralized Service ... and consistent service. Through mentorship, coaching, and ongoing training, you will have the
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Charles Schwab
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Westlake, Texas
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productive and efficient, while delivering exceptional client service.
What you have
Minimum of one-year prior client service experience required. _2+ years of prior client service
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Charles Schwab
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Westlake, Texas
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with advisors, product desks, AS Service, and back office operational groups to provide a variety of ... including Sales, Settlement Service, Operations, Equity/Options Trading, Mutual Fund Trading, Margins, TAS
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Charles Schwab
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Westlake, Texas
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:**
Bachelor degree required or equivalent work experience preferred.
Minimum 5-7 years of financial ... ability to deliver excellent client service with the ability to anticipate and resolve problems under
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Charles Schwab
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Westlake, Texas
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you. The Academy is part of our Client Service department and teaches the C.A.R.E.E.R.S curriculum ... Talent Academy aligns with individuals who are passionate about providing excellent customer service
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Charles Schwab
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Westlake, Texas
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Advanced understanding of financial services industry.
Preferred Qualifications
Advanced ... professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get
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Charles Schwab
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Westlake, Texas
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team needs
What you have
3 - 5+ years of financial services-related audit ... committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive
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Charles Schwab
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Westlake, Texas
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.
Required Qualifications:
Bachelor's degree required
Must have 5 years of financial services ... -starter; and have a shown ability to deliver excellent client service with the ability to anticipate and
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Charles Schwab
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Westlake, Texas
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Financial Services industry. We offer Retail & Institutional clients a wide range of products and services ... Qualifications:**
Education: BS/BA degree or equivalent.
Professional Licensing: Series 7 and 24
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Charles Schwab
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Westlake, Texas
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experience with growing responsibility including application control testing. Financial services and/or Big 4 ... professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get
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Charles Schwab
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Westlake, Texas
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guidance to varied stakeholders.
Deep competencies in financial services; securities laws and ... empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and
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Charles Schwab
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Westlake, Texas
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growing responsibility. Financial services and/or Big 4 Accounting experience a plus ... empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and
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Charles Schwab
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Westlake, Texas
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counsel, vendor management, etc.): trademark and copyright licenses, professional services, software ... :
Bar admission in at least one US state required.
7+ years of professional experience with at
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Charles Schwab
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Westlake, Texas
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related work experience in a financial organization;
Knowledge of finance and accounting. Broker ... empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and
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