International Operations Services Account Solutions, Associate

Charles Schwab Inc.•Lockhart, FL

1d•$25 - $28•Onsite

About The Position

The International Account Solutions team in Orlando, Florida is a team within Operational Services Account Solutions servicing clients around the world. International Account Solutions provides operations and customer service support to international clients and internal partners to help grow and service our existing client base.

Requirements

Financial industry experience and or international experience preferred
Experience handling multiple software applications simultaneously
Excellent verbal and written communication skills
Experience working with investment advisors preferred
Bachelor’s degree or equivalent experience
Customer service skills and experience working with regulatory or risk issues
Strong organizational skills, ability to prioritize and coordinate multiple processes.
Effective analytical skills and problem-solving skills.
Series 7, 63 preferred

Responsibilities

Supporting all functions performed by International Account Solutions.
Expertise in the new account opening process for both Retail and Institutional clients.
Demonstrated customer service skills and proven problem resolution skills.
Ability to identify and control risk exposure to Schwab and our clients.
Ability to work cohesively in a team environment while accurately and efficiently assisting clients and internal partners.
Flexibility and ability to multi-task and embrace change.