<p>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.</p><p><br></p><p>In addition, the ideal candidate will demonstrate:</p><ul><li><strong>Dependability and ownership</strong> – Proactively follows through on responsibilities and ensures tasks are completed without oversight</li><li><strong>Intellectual curiosity and adaptability</strong> – Quickly learns new systems, tools, and workflows</li><li><strong>Career ambition</strong> – Interested in developing into a senior client service or operations leadership role over time</li><li><strong>Professionalism and discretion</strong> – Comfortable working with high-net-worth clients and coordinating with external advisors</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Provide ongoing client service support, including account maintenance, asset transfers, cash disbursements, and document processing</li><li>Manage and optimize operational workflows within Schwab Advisor Services, serving as the primary point of contact for custodial matters</li><li>Coordinate with clients’ external advisors, including CPAs, attorneys, and insurance professionals</li><li>Assist with quarterly reporting processes and client review preparation</li><li>Maintain accurate client records and ensure documentation is organized and up to date</li><li>Collaborate with firm leadership to enhance operational efficiency and refine internal processes</li></ul>

• Minimum of 3 years of experience in portfolio management or client operations.<br>• Proficiency in Project Management Office (PMO) methodologies and frameworks.<br>• Proven ability to manage IT-related projects and oversee change request processes.<br>• Strong understanding of portfolio management principles and practices.<br>• Familiarity with collection processes and handling financial portfolios.<br>• Knowledge of FINRA regulations and compliance requirements.<br>• Excellent communication and interpersonal skills to foster client relationships.<br>• Detail-oriented with strong analytical and problem-solving abilities.

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