Specialist, Client Account Operations (CVRC)

**Your opportunity**

At 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.

The Customer Verification and Research Center (CVRC) within Client Account Operations is responsible for performing and executing the firms Customer Identification Program (CIP). We provide service to both retail investors and independent advisors.

As a CVRC Hotline Specialist you will promote client loyalty by providing the highest quality support to our internal and external customers via inbound and outbound calls, processing account reviews, responding to emails and sending letters. CVRC is a fast-paced, detail-oriented, and deadline driven environment.

Key Responsibilities may include:

+ Verifying our client's identity
+ Risk-based investigative searches
+ Fraud Detection
+ ID Theft Prevention
+ Working w...