Operational Services Account Solutions, Associate

Charles Schwab • Orlando, FL

24d

About The Position

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. Operational Services Account Solutions (OSAS) is the primary operations arm for Advisor Services and Investor Services New Accounts. OSAS provides service to our retail clients and financial advisors to fulfill our purpose of helping everyone become financial fit. We inspire client loyalty by providing guidance and solutions to fulfill client needs and have a focus on employee development and collaboration. What you are good at: As a member of our OSAS team, you will focus on New Accounts and Account Maintenance. You will be responsible for processing applications well as reviewing client correspondence. Below outlines a summary of additional responsibilities for this Associate role. 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.

Requirements

• 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.

Nice To Haves

• 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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees