Senior Specialist, Trust Transition & Support

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

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.

Schwab’s Personal Trust Services (“PTS”) organization provides personal trust products and services
to Schwab’s clients, including individual investors, beneficiaries, RIAs, and corporate fiduciaries. PTS
products and services are provided through three separate legal entities; Charles Schwab Trust
Company, Charles Schwab Trust Company of Delaware, and Charles Schwab &Co. PTS products
cover the full fiduciary, agency, and custody spectrum, including fiduciary trust administration and
investment management, directed trustee, trusteed IRA, administrative agency, trust reporting, and
trust outsourcing.

The Senior Specialist, Trust Support is responsible for supporting trustees with reporting and record-
keeping requirements. The job requires both direct contact with internal and external clients and
operational work that facilitates the completion of the trustees’ requests. Main functions include
responding to telephone calls and email correspondence, researching errors and resolving issues,
establishing accounts and features on both the broker-dealer and trust accounting systems, the
gathering and record-keeping of assets, distribution of funds, and updating account information as
requested by the authorized party.

Schwab follows the three lines of defense model of risk governance. The Senior Specialist, Trust
Support is a first line of defense position for CSTC and CSTCD and assures compliance with all trust
company policies and procedures, Schwab’s enterprise risk management program, as well as all
applicable state and federal banking and trust regulations in the context of their responsibilities.

Unleash your expertise: what you’re good at

• Highly client oriented with demonstrated experience in client servicing and relationship
management

• Prioritizing, managing, and processing complex requests to ensure items are completed within
established time frames.
• Providing superior follow-up, along with excellent interpersonal, verbal, and written
communication skills
• Attention to detail and accuracy in data input
• Working in a team setting to service client needs efficiently and effectively
• Ability to act as a resource for development of the team’s effectiveness.
• Leading and/or actively participating in projects impacting Personal Trust Services
• Anticipating potential risk issues and escalating as needed

What you have

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Qualifications

• 3-5 years of experience in banking or financial industry, including customer service experience
• Bachelor’s degree or equivalent work experience required
• CTFA desired
• Understanding of personal trust products and trust administration concepts desired
• Creative thinker with strong problem-solving ability
• Strong analytical and conceptual skills; is able to gather data and use it to develop logical and
well-conceived solutions and business cases
• Excellent written and verbal communication skills including ability to synthesize data, develop
recommendations, influence partners and report on status.
• Ability to communicate effectively to varying levels across the organization and build strong
partnerships
• Excellent organizational skills with the ability to prioritize and handle multiple competing
priorities within established deadlines
• Ability to embrace change and innovation
• Comfortable in a dynamic and fast-moving work environment
• Positive attitude, team orientation, enthusiasm, professionalism, and strong work ethic with high
level of integrity and ethics
• Series 7 & 63 desired

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