Account Solutions Associate

3 weeks ago

Orlando, Florida, United States Charles Schwab & Co, Inc Full time
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.

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.


As a member of our OSAS team, you will focus on New Accounts, with an opportunity to work in Account Maintenance and updates based on business needs. You will be responsible for processing applications as 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.
  • Communicate with clients and business partners through various channels, including inbound and 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.
  • Manage multiple tasks accurately and effectively while maintaining high productivity.
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

  • 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.
  • Ability to explain complex concepts via the phone.
  • Intermediate to Advanced technical skills with the ability to use at least 5 different applications at any one time, including Windows, internet researching, database systems, and email.
  • Typing speed of at least 30 wpm.
  • 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.
  • Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics.

Preferred Qualifications

  • 2+ years of college study in finance, economics, business administration, or related area; degree is highly 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 use over 7 open programs at one time.

  • Basic to intermediate knowledge of investment products and industry regulations.

What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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

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