Client Operations Associate

Description

We are seeking a candidate with deep familiarity and hands-on experience using Schwab Advisor Center, including account onboarding, asset transfers, cash movement, document management, and day-to-day custodial operations. Candidates who can efficiently and confidently navigate these processes are strongly encouraged to apply.

In addition, the ideal candidate will demonstrate:

+ Dependability and ownership - Proactively follows through on responsibilities and ensures tasks are completed without oversight

+ Intellectual curiosity and adaptability - Quickly learns new systems, tools, and workflows

+ Career ambition - Interested in developing into a senior client service or operations leadership role over time

+ Professionalism and discretion - Comfortable working with high-net-worth clients and coordinating with external advisors

Key Responsibilities

+ Provide ongoing client service support, including account maintenance, asset transfers, cash disbursements, and document processing

+ Manage and optimize operational workflows within Schwab Advisor Services, serving as the primary point of contact for custodial matters

+ Coordinate with clients' external advisors, including CPAs, attorneys, and insurance professionals

+ Assist with quarterly reporting processes and client review preparation

+ Maintain accurate client records and ensure documentation is organized and up to date

+ Collaborate with firm leadership to enhance operational efficiency and refine internal processes

Requirements - Minimum of 3 years of experience in portfolio management or client operations.

- Proficiency in Project Management Office (PMO) methodologies and frameworks.

- Proven ability to manage IT-related projects and oversee change request processes.

- Strong understanding of portfolio management principles and practices.

- Familiarity with collection processes and handling financial portfolios.

- Knowledge of FINRA regulations and compliance requirements.

- Excellent communication and interpersonal skills to foster client relationships.

- Detail-oriented with strong analytical and problem-solving abilities.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit  for more information.

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