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Workflow Operations Associate, Advisor Services, Orlando FL

Charles Schwab

This is a Contract position in Deltona, FL posted August 3, 2022.

Position Type: Regular

Your Opportunity

Workplace Flexibility Program: We’re proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote.

  • Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference.*
  • When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
  • Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.

*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.


In Advisor Services we have built our business on serving the needs of RIAs and advancing an industry that helps the advisor and their clients thrive.  We understand their needs, and work side by side providing them the support to help them manage their firm and meet their goals.  In the centralized Workflow Solutions team, our mission is to provide quality and timely workflow support to our service teams and our Advisors.


Our Workflow Solutions Associate is primarily focused on the operational work submitted by our Advisors, making outbound calls to our Advisors on work that is not in good order. Timely and accurate processing of these items is critical for the success of our business.

What you are good at

  • Handle all incoming operational volume for the AS Service organization. This would includes cashiering functions, account maintenance cases, client verification cases, among others.
  • Reach out to Advisors on not-in-good-order work via the phone or electronic alert requesting corrected paperwork or new paperwork based on various situations
  • Consolidate touchpoints with Advisors into one call-out versus multiple attempts throughout the day
  • Manage to a standard of quality in our work that exceeds the expectations of our business partners and our Advisors
  • Identify trends in operational paperwork and seek to educate our Advisors and your colleagues on how to increase efficiency
  • Practice active listening, open ended dialogue, and rapport building to gain a thorough understanding of Advisors’ needs in an effort to enhance their loyalty with Schwab
  • Educate our Advisors on the latest technology and tools to help them grow and become more self-sufficient
  • Provide accurate, valid, and complete information by using the appropriate online and in-house resources
  • Collaborate with internal partners to ensure timely and accurate delivery of information
  • Maintain a strong band of communication between internal business partners, including operational partners and leadership
  • Demonstrate a basic understanding of features and benefits of Schwab tools, products, and services in order to operate effectively
  • Actively seek new learning opportunities within your current role to increase scope and production.


This is not a contract role. 

What you have

  • Excellent organizational skills with a demonstrated ability to problem solve, interact with individuals at various levels, and think on your feet
  • Attributes of an entrepreneurial self-starter and have a proven ability to deliver excellent client service with the ability to anticipate and resolve problems under your own initiative
  • Willingness to pivot and constantly shift focus based on needs of the entire team and organization
  • Ability to multi-task and handle a large quantity of volume at once, while maintaining a high level of accuracy
  • Superior communication, presentation, interpersonal and listening skills
  • Knowledge of Advisor Services products, services, marketing resources, sales materials as well as demonstrated brokerage industry knowledge
  • Demonstrated ability to prioritize business needs and manage time effectively
  • Technical skills with team-orientation and the ability to act as a resource for development of the team’s effectiveness.
  • Knowledge of Microsoft Outlook, Word, Excel, PowerPoint, and SalesForce
  • Minimum of 1 year in Advisor Services preferred
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 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.

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