Document Control, Specialist
Full time @Charles Schwab in Banks and Financial Services Shortlist Email JobJob Detail
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Job ID 2197
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Career Level Others
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Experience 2 Years
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Qualifications Degree Bachelor
Job Description
Your Opportunity:
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.
What you are good at:
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.
What you have:
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:
- Extensive knowledge of Document Control internal processes, policies, and procedures.
- Minimum of 18 months experience with Document Control strongly preferred.
- Strong organizational skills with demonstrated ability to consistently achieve high efficiency while maintaining excellent quality.
- PC skills, including all DC relevant Schwab platforms and applications as well as Microsoft Word, Excel and PowerPoint.
- Ability to communicate clearly, concisely and professionally verbally and in writing.
- Ability to recognize patterns and trends and opportunities for improving processes and consistency across teams/sites.
- Ability to recognize when it’s appropriate to escalate critical issues to management.
- Strong client focus with the ability to look at each task “through clients’ eyes”.
- Ability to protect the confidentiality of information or concerns shared by others.
You’ll demonstrate these behaviors:
- Results Orientation: Focusing on the desired end result of one’s own or one’s units work; setting challenging goals, focusing effort on the goals, and meeting or exceeding them.
- Flexibility: Openness to different and new ways of doing things; willingness to modify one’s preferred way of doing things.
- Oral/Written Communication: Expressing oneself clearly in conversations/interactions with others and in business writing.
- Technical Expertise: Depth of knowledge and skill in a technical area.
