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Client Account Solutions Specialist
2 months ago
Your Opportunity
Operational Services Account Solutions (OSAS) serves as the essential operations division for Investor Services Account Maintenance. OSAS is dedicated to providing exceptional service to our retail clients and financial advisors, aligning with our mission to enhance financial wellness for all. We cultivate client loyalty by delivering insightful guidance and tailored solutions to meet client requirements, while emphasizing employee growth and teamwork.
What You Excel At
As a valued member of our OSAS team, your primary focus will be on Account Maintenance. You will be tasked with processing applications and reviewing client communications. Below is a summary of key responsibilities for this Specialist role:
- Evaluate and process Schwab account applications, applying sound business judgment while managing risk for the firm.
- Engage in meaningful conversations to discover methods to minimize client effort and enhance the overall client experience, actively responding to client feedback.
- Exhibit a positive demeanor and problem-solving skills while assisting Schwab clients in account openings, alongside conducting thorough research and follow-up in a dynamic environment.
- Communicate effectively with clients and business partners through various channels, including phone calls and written correspondence. Establish clear points of contact for ongoing support and escalations.
- Demonstrate adaptability and collaborate with team members to deliver high-quality service, meet client expectations, and support business partners.
- Manage multiple tasks with accuracy and efficiency while maintaining high productivity levels.
What You Bring
- A genuine interest in a long-term career within financial services, with the potential to obtain licensing.
- Strong analytical abilities and the capacity to juggle multiple complex tasks with exceptional attention to detail.
- Basic to intermediate understanding of investment products and industry regulations, with the ability to explain these complex topics over the phone.
- Intermediate to advanced technical proficiency, capable of utilizing multiple applications simultaneously, including Windows, internet research, database systems, and email. A typing speed of at least 30 wpm is required.
- Ability to work within a structured environment during designated hours as determined by business needs.
- Excellent communication skills in English, both verbal and written.
- Basic mathematical skills, including addition, subtraction, multiplication, and division.
- A collaborative and relational work style with a proven track record of success in team settings.
- A positive attitude, enthusiasm, professionalism, and a strong work ethic, demonstrating high levels of integrity and ethics.
- Effectively organize and allocate resources to achieve departmental objectives.
In addition to the minimum qualifications, ideal candidates will possess the following preferred qualifications:
- Completion of 2+ years of college coursework in finance, economics, business administration, or a related field; a degree is preferred.
- 1+ year of professional experience, ideally in financial services, operations, or client support.
- Prior experience in a dual monitor setup and the ability to manage over 7 open programs simultaneously is advantageous.
You Exhibit These Behaviors:
- Results Orientation: Focus on achieving desired outcomes, setting ambitious goals, and striving to meet or exceed them.
- Flexibility: Willingness to embrace new approaches and adapt preferred methods of working.
- Customer Orientation: A strong commitment to satisfying both external and internal customers.
- Fostering Teamwork: Ability and desire to work cooperatively with others as a team member, and to lead teams effectively.
What's in it for You
At Schwab, we are dedicated to empowering our employees' personal and professional growth. Our supportive, purpose-driven culture, along with a focus on your development, ensures you have the resources necessary to make a positive impact in the finance industry. Our Hybrid Work and Flexibility approach balances our commitment to workplace flexibility, serving our clients, and the importance of in-person collaboration.
We provide a competitive benefits package that supports your overall well-being, both now and in the future:
- 401(k) with company match and Employee stock purchase plan.
- Paid time off for vacation, volunteering, and a 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.
Schwab is an affirmative action employer, focused on employing and advancing qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace.
