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Financial Services Financial Consultant

Trading Operations Specialist — Settlement & Client Service

Job in Lone Tree, Douglas County, Colorado, 80124, USA
Listing for: Charles Schwab Corporation
Full Time position
Listed on 2026-02-15
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant
Job Description & How to Apply Below
A financial services firm in Lone Tree is seeking a Trade Away Service representative to provide settlement services to Investment Advisors who have multiple trading relationships. The role requires two or more years of experience in the financial services industry and a working knowledge of Settlement Operations is a plus. Strong interpersonal and organizational skills are essential, along with the ability to work collaboratively in a team environment.

This position also offers potential bonus opportunities.
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