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Associate, Trading Operations

Charles Schwab
Austin, Texas or Phoenix, Arizona
37,600 55,00
Closing date
Apr 19, 2024

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Job Role
Customer / Client Support Specialist
Employment Type
Full Time
Entry Level
Experience Level
1-4 years
CFP® Certification
Not necessary

Job Details

Your Opportunity

Charles Schwab Trust Bank plays a critical role in helping clients achieve their financial goals.  We are focused on partnering with clients and our business partners who support them to ensure every interaction with Schwab is simple and easy.  We’re also focused on safeguarding our clients’ and firms’ assets – supporting Schwab’s vision of being the most trusted leader in investment services.

An Associate for the SDE Trading Team team within Charles Schwab Trust Bank will work with various internal and external business partners to facilitate daily mutual fund trading, dividend processing, and corporate actions for the department. This role will have a successful candidate supporting daily processing of trade activity, dividends, and corporate actions. A successful candidate will have the ability to innovate, streamline processes, and reduce risk within their day-to-day activities.  Ability to work in a fast-paced environment, curiosity, attention to detail and thinking in an unexpected way are a must. Candidates will need to communicate effectively within a team environment located across the United States.

The required hours for this role are as follows:

Pacific time:  2pm-10:30pm

Central time:  4pm-12:30am

You will be onsite 3 days a week and able to work remote 2 days per week.

What you have

  • BA/BS preferred
  • 1-3 years of retirement industry experience preferred, with an emphasis on Trading Operations
  • Advanced Excel Skills, Macro building skills a plus
  • Working knowledge of Mutual Fund Trading, Corporate Actions, and Dividend Processing
  • Ability to collaborate across multiple levels of the organization
  • Demonstrated analytical skills that include the ability to research issues and propose solutions
  • Adaptability to constant changing work environment
  • Strong organizational skills and attention to detail
  • Proven ability to effectively communicate to internal and external business providers

MUST BE ABLE TO WORK - Daily Schedule 2 PM to 10:30 PM Pacific time daily with required overtime as needed.  On site on Monday, Wednesdays and Thursdays in one of the locations listed.

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance 


Financial services can be complicated. Charles Schwab is trying to fix that. They have a history of challenging the status quo and innovating in ways that help individuals create a better tomorrow. Their purpose is to champion every client’s goals with passion and integrity, empowering them to take ownership of their financial future at every income level and life stage.

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