Trust Account Support Specialist

Your opportunity

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 locations. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

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 Specialist, Trust Account Support is responsible for supporting trustees with reporting and record-keeping requirements.  The job requires both direct contact with internal business partners  and external clients and operational activities to complete the trustees’ requests. Main functions include establishing accounts, the gathering and record-keeping of assets, and updating account information as requested by the authorized party. Tasks can be among any PTS product/service and may be client facing or back office.

Schwab follows the three lines of defense model of risk governance. The Specialist, Trust Account 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
• Anticipating potential risk issues and escalating as needed

What you have

• 2-3 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
• Highly client-oriented with demonstrated experience in client management
• Creative thinker with strong problem-solving ability
• 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

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