Sr. Specialist, Branch Onboarding Team

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Job ID:
Job Category:
Project/Program Management
Relevant Work Experience:
Financial Services-2-5 yrs, Project Management-less than 2 yrs
Current Licenses / Certifications:
Position Located In:
AZ - Phoenix, IN - Indianapolis
Job Type:
Full Time

Phoenix - AZ, PHXPEAK, 2423 E Lincoln Dr, 85016-1215
Don Carlos Collins

We believe that, when done right, investing liberates people to create their own destiny.nbsp;We are drivennbsp;by our purpose to champion every clientrsquo;s goals with passion and integrity.nbsp;We respectnbsp;and appreciate the diversity of our employees, our clients, and the communities we serve.nbsp;We challengenbsp;conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of lsquo;own your tomorrowrsquo; every day.nbsp;We championnbsp;our employee strengths, guide their development, and invest in their long-term success.nbsp;We hirenbsp;optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:nbsp;

The Branch Onboarding Service amp; Support (BOSS) Team is part of the Investor Services Retail Talent segment of the Business Empowerment amp; Risk Solutions (BEaRS) Team.nbsp; Retail Talent supports all of Investor Services, including CSamp;S, the Branch Network, Planning amp; Portfolio Group and Global Trading and Advice. nbsp;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp;nbsp;

What yoursquo;ll do:nbsp;nbsp;

The Branch Onboarding Service amp; Support Sr. Specialist will provide support that focuses on initial onboarding and ongoing support for the majority of the Investor Services Groups and focus on:nbsp;

  • Navigating internal systems to execute on a set of tasks required to onboard new employees
  • Assisting in addressing onboarding related issues and proposed enhancements
  • Developing and maintaining strong internal relationships with key partners
  • Communicating effectively with new hires, hiring managers and key partners
  • Assisting in identifying, assessing, and implementing improvements to the core process
  • Responding to inquiries to the Branch Onboarding email box
  • Assisting with ad hoc projects to support business needs
  • Delivering outstanding business results

What you have:

  • Minimum of 3 years of experience in a financial servicesmdash;service and operations,nbsp; project management
  • Full commitment and passion to serving the needs of clients, employees, and shareholdersnbsp;
  • High focus on execution and business-accountability
  • Strong problem solving skills with the ability to identify opportunities in processes flows
  • Proven analytical skills with a level of attention to detail in order to adhere to policies, procedures and guidelines
  • Abilitynbsp;to gain the respect, trust, and support of leadership, partners, and peers
  • Superior written and verbal communication skills, including being able tonbsp;synthesize data, develop recommendations, and influence partners
  • Advanced technical skills, including proficiency in MS Office and the aptitude to learn new programs, as well as easily utilize multiple applications simultaneously
  • Preferred working knowledge of Schwab internal systems, tools, and resources; including but not limited to Client Central, MARS, and IWIN
  • Preferred working knowledge of Salesforce
  • Ability to work with minimal oversight of day to day responsibilities
  • Active FINRA Series 7 amp; 63 (or 66) licenses preferred; but not required

What yoursquo;ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
  • Financial Fitness: 401k Match, Employeenbsp;Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, Newnbsp;Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
  • Inclusion: Employee Resource Groups,nbsp;Commitment to diversity, Strategic partnerships
  • Not just a job, but a career, with annbsp;opportunity to do the best work of your life

Learn more aboutnbsp;Life@Schwab.

Charles Schwab amp; Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual's status in any group or class protected by applicable federal, state or local law.


Job Specifications
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: None
Relevant Work Experience: Financial Services-2-5 yrs, Project Management-less than 2 yrs
Position Located In: AZ - Phoenix, IN - Indianapolis
Education: HS/GED
Job Type: Full Time

Category:Project/Program Management
Activation Date: Thursday, February 8, 2018
Expiration Date: Friday, March 9, 2018
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Apply Now    
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Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.