Client Operations Associate
Location
Coronado, CA
Job Type
Full-time
Category
other-general
Posted
June 03, 2026
Description
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.
In addition, the ideal candidate will demonstrate:
+ Dependability and ownership – Proactively follows through on responsibilities and ensures tasks are completed without oversight
+ Intellectual curiosity and adaptability – Quickly learns new systems, tools, and workflows
+ Career ambition – Interested in developing into a senior client service or operations leadership role over time
+ Professionalism and discretion – Comfortable working with high-net-worth clients and coordinating with external advisors
Key Responsibilities
+ Provide ongoing client service support, including acc...
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.
In addition, the ideal candidate will demonstrate:
+ Dependability and ownership – Proactively follows through on responsibilities and ensures tasks are completed without oversight
+ Intellectual curiosity and adaptability – Quickly learns new systems, tools, and workflows
+ Career ambition – Interested in developing into a senior client service or operations leadership role over time
+ Professionalism and discretion – Comfortable working with high-net-worth clients and coordinating with external advisors
Key Responsibilities
+ Provide ongoing client service support, including acc...