Charles Schwab · 1 day ago
Operational Services Account Solutions, Associate
US-FL-Orlando
Full-time
Onsite
Entry Level
$24.52/hr - $26.92/hr
1+ years expCharles Schwab is a leading financial services firm that empowers employees to make an impact on their careers. The Operational Services Account Solutions Associate will focus on processing new accounts and account maintenance while providing high-quality service to retail clients and financial advisors.
Financial Services
Responsibilities
Review and process Schwab account applications, while interpreting and applying business judgement and balancing risk to the firm
Engage in a dialogue to identify ways to reduce client effort and improve the overall client experience while actively listening to client cues
Demonstrate positivity and the ability to problem solve while assisting Schwab clients in opening their accounts, as well as performing detailed research and follow-up, in a fast-paced environment
Connect with clients and business partners through various channels, including inbound/outbound phone calls and written communication. Establish clear points of contact for ongoing support and escalations
Demonstrate flexibility and work collaboratively with team members to deliver high quality service, meet client expectations, and support business partners
Run multiple tasks accurately and optimally while maintaining high productivity
Qualification
Required
Review and process Schwab account applications, while interpreting and applying business judgement and balancing risk to the firm
Engage in a dialogue to identify ways to reduce client effort and improve the overall client experience while actively listening to client cues
Demonstrate positivity and the ability to problem solve while assisting Schwab clients in opening their accounts, as well as performing detailed research and follow-up, in a fast-paced environment
Connect with clients and business partners through various channels, including inbound/outbound phone calls and written communication. Establish clear points of contact for ongoing support and escalations
Demonstrate flexibility and work collaboratively with team members to deliver high quality service, meet client expectations, and support business partners
Run multiple tasks accurately and optimally while maintaining high productivity
Interest in a long-term career in financial services with potential to become licensed
Excellent analytical skills and ability to multi-task to perform multiple complex tasks with a superior level of attention to detail
Basic to intermediate knowledge of investment products and industry regulations. Ability to explain these complex subjects via the phone
Intermediate to Advanced technical skills with the ability to apply at least 5 different applications at any one time, including Windows, internet researching, database systems, and email. Typing speed of at least 30 wpm is required
Ability to work in a structured environment during specified hours as pre-determined by business need
Excellent communication skills (English) both verbal and written
Basic math skills including addition, subtraction, multiplication, and division
Collaborative and relational work style with shown success in a team environment
Enjoy working in a structured environment during specified hours as determined by business need
Positive attitude, passion, professionalism, and strong work ethic with high level of integrity and ethics
Optimally organizes, assembles, and arrange resources to meet departmental goals
Preferred
2+ years of college study in finance, economics, business administration, or related area; degree is preferred
1+ year of work experience, preferably in financial services, operations, or client support is desired
Prior experience working in a dual monitor environment and the ability to apply over 7 open programs at one time is a plus
Benefits
Bonus or incentive opportunities
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
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