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Results based on filters ( 6 jobs found )

Compliance Director, Fair Lending Analytics

Charles Schwab Corp.
Richfield, OH
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At Schwab, you’re empowered to make an impact on your career. Here, ...
Details
Summary
About the job:
innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. In Compliance, we help our business partners achieve their strategic priorities by promoting principles and practices that build client trust and safeguard the integrity of the firm. Banking Compliance serves as a second line of defense oversight function for the banking and trust entities within Schwab (BTS). The Director will challenge and evolve the Compliance Program to ensure alignment...
Location:
Richfield, OH
Job Type:
Full-Time
Permanent
Occupation:
Compliance Managers
Career Level / Education:
High school diploma or equivalent
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
Certified Refrigeration Compliance Manager
Workkeys
Applied Math
4
Graphic Literacy
5
Workplace Documents
6
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Detailed Job Information

Sr. Specialist, Operations - Brokerage Principal Reviewer

Charles Schwab Corp.
Richfield, OH
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At Schwab, you’re empowered to make an impact on your career. Here, ...
Details
Summary
About the job:
innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. If you’re passionate about providing world class client service and are seeking an opportunity where you’re empowered to grow your financial services career with a diverse team, in a fast-paced collaborative work environment – this is the role for you! As a Personal Choice Investment Services (PCIS) Operations Specialist, you will provide superior service to our Third Party Administrators...
Location:
Richfield, OH
Job Type:
Full-Time
Permanent
Occupation:
Business Operations Specialists, All Other
Career Level / Education:
High school diploma or equivalent
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
FINRA Series 7
FINRA Series 9
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
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Detailed Job Information

Licensed Customer Service Professional, 401K Department

Charles Schwab Corp.
Richfield, OH
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As a member of the Participant Services team, you will speak with ...
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Summary
About the job:
participants of employer-sponsored retirement plans by phone to provide guidance and solutions. This is a team-based environment as you have one-on-one interactions with employees of Schwab sponsored plans. The Associate will build knowledge and skills with ongoing classroom and hands-on training to become a subject matter authority on retirement products and services. Throughout your time in the role you will: - Complete a mix of instructor-led classroom training and on-the-job-learning in your first year. - Grow your...
Location:
Richfield, OH
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
Financial Industry Regulatory Authority
FINRA Series 7
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Relationship Manager - RPS Client Service

Charles Schwab Corp.
Richfield, OH
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Charles Schwab has been a leader in financial services for over four ...
Details
Summary
About the job:
decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes, is that Schwab continuously improves on being a premier financial service provider through best in class service, technology, products, people and advice. We are...
Location:
Richfield, OH
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
High school diploma or equivalent
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
Certified Pension Consultant
Qualified 401(k) Administrator
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Specialist, Brokerage Service Rep - (Omaha/Dallas/Phoenix/Richfield, OH)

Charles Schwab Corp.
Richfield, OH
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Personal Choice Investment Services (PCIS) Participant Services works ...
Details
Summary
About the job:
directly with Self-Directed Brokerage Accounts for retirement plans and health savings accounts. These are tax-exempt trust accounts that are established by plan participants within an employer-sponsored retirement plan (401K, 403B, etc). The Participant Group Specialist will directly interact with a variety of clients including plan participants, trustees, TPAs, and advisors, through inbound and outbound calls, emails, chat and letters. This position is responsible for answering all client service and trading inquiries, as...
Location:
Richfield, OH
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
Bachelor's degree
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
FINRA Series 7
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Customer Service Professional, Richfield 401K Dept.

Charles Schwab Corp.
Richfield, OH
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At Schwab, you’re empowered to make an impact on your career. Here, ...
Details
Summary
About the job:
innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. When you join us as a Customer Service Professional in our Participant Services team, you’re starting your career with a firm that will champion your development in a collaborative, growth-focused environment. In this role, your work has a direct impact on the lives of clients; our goal is that through providing best-in-class service, and caring enough to ask the difficult questions, you can...
Location:
Richfield, OH
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
Financial Industry Regulatory Authority
FINRA Series 7
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information
1

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