The Managed and Advised Account Operations (MAAO) team performs a variety of functions and services for both Advisor Services and Investor Services clients enrolled in Schwab’s Managed Account products and the Schwab Private Client offer. Within MAAO, the Managed Accounts Reconciliation Service plays an integral role in providing support to internal staff and money managers via the Fiserv/APL database used for the Schwab Managed Account Sponsored platforms. A critical function of this team is the pre-market account reconciliation performed daily on all managed accounts. The team is comprised of members located in both Phoenix and Orlando. In addition to processing daily and weekly validation reports, the team also responds to escalations, service issues and operational questions received via email, phone and comtrack. Internal requests for Advised Offer billing adjustments are also handled by this team.
We provide an exceptional training program to prepare you for success in your new role. In addition, we realize that hard work deserves reward and we offer an extensive employee recognition program in addition to advancement and growth opportunities.
In this role, you will be asked to switch gears throughout the day to assist with meeting critical cut-off times or high volume spikes. Ideal candidate will need to be comfortable with direct client interaction as they receive and make inbound/outbound calls and network internally to research and resolve operational issues. To be effective in this role, the ideal candidate will demonstrate the ability to: