{"id":3907482,"url":"https://alion.io/job/charles-schwab-advisor-services-workflow-operations-associate-2","title":"Advisor Services Workflow Operations Associate","company":{"id":5314,"name":"Charles Schwab","domain":"schwab.com","url":"https://alion.io/company/charles-schwab-inc","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Radancy","truth_index":{"grade":"A","score":91,"open_postings":80,"ghost_share":0.1,"stale_share":0.188,"repost_share":0.238,"time_to_fill_p50_days":11,"computed_at":"2026-11-09T06:03:00Z"}},"role":"Operations","role_family":"Operations","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Lone Tree, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":55500,"max":58500,"currency":"USD","period":"year","gross":null,"usd_annual":58500},"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[],"status":"live","first_seen_at":"2026-11-07T04:15:21Z","employer_posted_date":"2026-11-07","last_verified_at":"2026-11-09T05:54:28Z","board_verified":true,"closed_at":null,"days_open":2,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":2},"description":"Your opportunity\nAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. \nWe believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.\nIn Schwab Advisor Services, we support independent financial professionals by helping them run their businesses smoothly and confidently. As a Workflow Solutions Associate, you’ll be part of the team that keeps things moving behind the scenes, making sure requests are handled quickly, accurately, and with care.\nIn this role, you’ll be at the heart of our operational engine by reviewing and processing advisor-submitted requests. You’ll engage primarily through electronic communication, with occasional outbound calls to clarify and resolve items that require attention. Every interaction is an opportunity to deliver clarity, confidence, and forward momentum.\nYou’ll receive comprehensive on-the-job training to assess and advise on client materials, such as money movements, account updates, and identity verification. You’ll learn how to navigate complex scenarios and apply sound judgment in a structured environment. The ability to adapt, think critically, and maintain a sharp eye for detail will be key to your success.\nAbove all, timeliness and accuracy are paramount. Your work directly impacts our advisors’ ability to serve their clients-and we take that responsibility seriously.\nJoin us in a role where your contributions matter, your growth is supported, and your work helps shape the future of independent advice.\n***This position will start January 19th, 2027***\nWhat you have\nTo ensure that we have fulfilled our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.\nRequired Qualifications:\nAbility to review information carefully, catch errors, and follow procedures with precision\nDemonstrated ability to create positive experiences by listening actively, responding thoughtfully, and helping others resolve issues\nDrives positive client outcomes by applying structured, service-oriented thinking.\nDemonstrated ability to recognize potential risks and apply sound judgment when following established procedures\nAbility to adjust quickly to changing priorities, new information, or unexpected challenges while maintaining focus\nPreferred qualifications\nBachelor’s degree or equivalent skills\nMinimum of 1 year of financial services or operational experience preferred\nExceptional operational and organizational skills with the ability to self-direct and efficiently manage high volumes of transactional tasks in fast-paced environments\nAptitude to learn new tools and concepts and apply them quickly\nProven enthusiasm, professionalism, and strong work ethic while contributing to team goals\nIn addition to the salary range, this role is also eligible for bonus or incentive opportunities\nWhat’s in it for you\nAt Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.\nWe offer a competitive benefits package that takes care of the whole you - both today and in the future:\n401(k) with company match and Employee stock purchase plan\nPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions\nPaid parental leave and family building benefits\nTuition reimbursement\nHealth, dental, and vision insurance","description_format":"text","description_chars":3876,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[]},"benefits":["Continuous learning","Hybrid work","Parental leave","Vision insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks","Wealth Management & Financial Advisors","Asset Management & Funds","Online Brokerage & Trading Platforms"],"lifecycle":[{"event":"open","at":"2026-11-07T04:15:21Z"}],"visa":[],"liveness":{"score":90,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.903,"p_room":1,"age_days":2,"expected_fill_days":11,"reasons":["conf:0","velocity","win:early","comp:junior,brand"],"computed_at":"2026-11-09T06:03:00Z"},"pay":{"stated_usd_annual":58500,"is_top_pay":false},"html_url":"https://alion.io/job/charles-schwab-advisor-services-workflow-operations-associate-2","json_url":"https://alion.io/job/charles-schwab-advisor-services-workflow-operations-associate-2.json","meta":{"generated_at":"2026-11-09T06:42:55Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":3232,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-10T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":5314},"rest":"https://alion.io/mcp/rest/get_company?id=5314"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcharles-schwab-advisor-services-workflow-operations-associate-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcharles-schwab-advisor-services-workflow-operations-associate-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcharles-schwab-advisor-services-workflow-operations-associate-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/charles-schwab-advisor-services-workflow-operations-associate-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcharles-schwab-advisor-services-workflow-operations-associate-2"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3907482}},{"tool":"search_jobs","arguments":{"company":"schwab.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3907482},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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