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Sr. Specialist, Trust Transition and Support

Company: Charles Schwab
Location: Westminster
Posted on: January 19, 2023

Job Description:

Position Type: RegularYour OpportunitySchwab'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, advised trustee, trusteed IRA, administrative agency, trust reporting, and trust outsourcing. PTS currently serves $27 billion in assets under management, administration, and custody, meeting the needs of over 1,000 independent RIAs and over 8,000 individual families.What you are good atThe Senior Specialist, Trust Transition and Support is responsible for supporting the trust company with reporting and record-keeping requirements. You will be the primary point of contact for the trust company/advisors who is a custody assets with Schwab and provide "best in class" service. The job requires both direct contact with internal and external clients and some operational work that facilitates the completion of the trustees' requests.

  • Proactively consult and educate clients. Clients consist of Financial Advisors and Trust firms
  • Research and respond to client issues related to forms, transfers, opening accounts and various other areas of trust and broker dealer knowledge and support
  • Collaborate with internal partners in delivery of timely and accurate information in response to client inquiries and/or service issues Schwab follows the three lines of defense model of risk governance. The Senior Specialist, Trust Transition and Support is a first line of defense position for CSTC and CSTCD and assures compliance with all trust company and broker dealer policies and procedures. -
    • Highly client oriented with shown 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 optimally
    • 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 neededWhat you have
      • 3-5 years of experience in banking or financial industry, including customer service experience
      • Bachelor's degree or equivalent work experience required
      • A valid and active FINRA Series 7,63 and 9/10 licenses desired but not required
      • Understanding of personal trust products and trust administration concepts preferred
      • Highly client-oriented
      • Creative problem solver with strong problem-solving abilities
      • Strong analytical and conceptual skills; able to gather data and use it to develop logical and well-conceived solutions
      • Excellent written and verbal communication skills including ability to synthesize data, develop recommendations, influence partners and report on status. Ability to communicate optimally to varying levels across the organization and build strong partnerships
      • Excellent organizational skills with the ability to prioritize and handle multiple opposing priorities within established deadlines
      • Ability to embrace change and innovation
      • Comfortable in a dynamic and fast-moving work environment
      • Positive attitude, team orientation, passion, professionalism, and strong work ethic with high level of integrity and ethics -In addition to the salary range, this role is also eligible for bonus or incentive opportunities.Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home-today and in the future. Explore .Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click to see the policy. Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, 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 or call .TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

Keywords: Charles Schwab, Westminster , Sr. Specialist, Trust Transition and Support, Other , Westminster, California

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