The Operational Services organization at Schwab is comprised of centralized teams that support Schwab business goals through the delivery of technology, operations, projects, business continuity, and offshore management. The focus is on maximizing our operating leverage by integrating functions, increasing productivity, and gaining efficiencies in order to better position Schwab to compete in the marketplace and to reinvest in areas that matter most to our clients.

An Operations Specialist in Document Control performs a variety of first touch functions for clients, financial advisors, and internal business partners.

Key functions in this role include sorting, analyzing and scanning incoming client documents into our imaging system, and validating them into the proper workflows. This role will focus primarily on document prepping and scanning functions or indexing/validation functions. Our internal partners depend on us in order to process client requests in a timely manner. Document Control is also responsible for receiving, preparing, and scanning all checks into the Check Deposit Automation system. Flexibility is a key part of this role as our representatives are asked to switch gears throughout the day in order to assist the department with meeting critical cut-off times during periods of high volume spikes.

Additionally, Document Control Specialists are expected to serve as a subject matter expert and will be tasked with additional responsibilities such training of new hires and contractors, working complex myQ cases, inbox inquiries, escalation research, automated client records, internal department reporting and adhoc projects as assigned.

Although a fixed schedule will be assigned, candidates must have the flexibility to work between the hours of 6:00am to 6:00pm M-F based on business needs. Weekend hours may occasionally be required based on business needs. Although we will try to give you advance notice, your assigned schedule may be changed at any point during your employment.

To be effective and succeed in this role, the ideal candidate will demonstrate the ability to build and sustain strong relationships in the team and with internal partners. High level attention to detail, productivity, accuracy and accountability are all key attributes that will mark the finalists for this position. Additional requirements and considerations include:

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.