[Skip to main content](#main-content) [ OpenNash ](https://opennash.com/) / [Jobs](https://jobs.opennash.com/) [ 01 Search jobs](https://jobs.opennash.com/search/)[ 02 Companies](https://jobs.opennash.com/explore/)[ 03 Hiring report](https://jobs.opennash.com/reports/hiring/)[ 04 AI assistants](https://jobs.opennash.com/connect/)[ 05 How it works](https://jobs.opennash.com/methodology/) Charles Schwab · Omaha, NE # Specialist, Client Account Operations (CVRC) Omaha, NE Operations Listed on Charles Schwab’s official careers site. Listed as of November 1, 2026. Check that it is still open and apply there. [Apply on Charles Schwab’s careers site →](https://www.schwabjobs.com/job/omaha/specialist-client-account-operations-cvrc/33727/102259132464) [OpenNash Jobs](https://jobs.opennash.com/) / [Charles Schwab](https://jobs.opennash.com/companies/charles-schwab/) / Specialist, Client Account Operations (CVRC) ## Job description 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 Operational Services 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 Representative 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 with 3rd party sources Performs analysis using quantitative and qualitative data from various information vendors Responding to questions on a wide array of technical and operational subjects. Actively listening, assessing client needs, researching information, and providing clients with innovative solutions. Problem solving and conducting research/special requests through the use of email, telephone, and our internal inquiry system. Identifying situations where escalation is warranted and taking the necessary action quickly in a high-risk environment. Communicating effectively and delivering work that is detailed and clear. Working collaboratively and efficiently with others in a fast-paced environment. Supporting business initiatives by developing strong partnerships. Handling escalated calls when warranted and resolving client issues by taking appropriate action quickly in a high-risk environment. As part of our analysis work, we also strive for continuous process improvement. The successful candidate will have a track record of demonstrable success in these types of environments, as well. What you have To ensure that we fulfill our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have. ### Required Qualifications Strong customer service skills. ### Preferred Qualifications 2+ years of experience in client service or operations with brokerage/financial industry preferred. Strong interpersonal, verbal, and written communication skills. Strong organization skills and ability to prioritize, self-directed, quickly develop a full understanding of our business and coordinate multiple processes Strong analytical and problem-solving skills. Identifies and recommends solutions to both basic and complex issues impacting Risk and/or Controls. Demonstrates good judgement in selecting methods and techniques for obtaining solutions. Solid understanding of Schwab policies, procedures, products and services. Series 7 and 63 licenses preferred. College degree or equivalent experience preferred. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At 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. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance ## At a glance - Posted by the employer: Not stated - First seen by OpenNash: Oct 25, 2026 - Last checked: Nov 1, 2026 - Listed for: 7 days - Location: Omaha, NE[Apply on Charles Schwab’s careers site →](https://www.schwabjobs.com/job/omaha/specialist-client-account-operations-cvrc/33727/102259132464) ## Hiring at Charles Schwab - Open jobs: 329 - New in the last 7 days: After two weekly collections - Tracked since: Jul 10, 2026 [All Charles Schwab jobs](https://jobs.opennash.com/companies/charles-schwab/) · [Weekly hiring report](/reports/hiring/) ## More jobs at Charles Schwab ### [Financial Services Representative](https://jobs.opennash.com/companies/charles-schwab/jobs/3f19c36cfa633f21f545/) Omaha, NE ### [Licensed Financial Services Representative](https://jobs.opennash.com/companies/charles-schwab/jobs/d87b6130d4913b6d82aa/) Omaha, NE ### [AI Engineer, AI.x](https://jobs.opennash.com/companies/charles-schwab/jobs/6271467ea01312cad1fe/) San Francisco, CA ### [AI Finops Development Engineer](https://jobs.opennash.com/companies/charles-schwab/jobs/e87d79620a1bd2ec4484/) Southlake, Texas, United States +1 more ### [AI Site Reliability Engineer, AI.x](https://jobs.opennash.com/companies/charles-schwab/jobs/5112dd5d5ec9e426b736/) San Francisco, California, United States ## Similar jobs at other companies ### [Senior Client Service Account Associate](https://jobs.opennash.com/companies/jpmorganchase/jobs/2ceea944470a5b0a9a81/) JPMorganChase · Tampa, FL, United States ### [Client Service Account Manager - Vice President](https://jobs.opennash.com/companies/jpmorganchase/jobs/6544d8ec2489115008b3/) JPMorganChase · Tampa, FL, United States ### [Client Relationship Manager (Account Executive) - Michigan](https://jobs.opennash.com/companies/lenovo-group/jobs/11a10a575bf4eeb0ae05/) Lenovo Group · United States of America, North Carolina, Morrisville ### [Client Manager (Account Executive) - Healthcare Acquisition - Mid-West](https://jobs.opennash.com/companies/lenovo-group/jobs/fd74ffc2fa99a115d870/) Lenovo Group · United States of America, Illinois, Chicago ### [Account Manager Lead, Client Success (CSM)](https://jobs.opennash.com/companies/fidelity-national-information-fis/jobs/bb1e18beed73bed3a216/) Fidelity National Information (FIS) · Jacksonville, FL, United States of America OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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