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Client Account Solutions Specialist

2 months ago

MagstattleBas, Grand Est, United States Charles Schwab Full time

Your Opportunity

Operational Services Account Solutions (OSAS) serves as the essential operations division for Investor Services New Accounts. Our mission is to foster client loyalty by effectively and accurately addressing our clients' needs, while prioritizing employee growth and teamwork.

As a vital member of the OSAS team, your primary focus will be on the initiation of new accounts. You will take charge of processing applications and assessing client communications. Below is a summary of your key responsibilities as an Associate.

+ Evaluate and process account applications, applying sound business judgment while balancing the firm's risk.

+ Engage in meaningful conversations to discover methods to minimize client effort and enhance the overall client experience, while being attentive to client feedback.

+ Exhibit a positive demeanor and problem-solving skills while assisting clients in establishing their accounts, including conducting thorough research and follow-up in a dynamic environment.

+ Maintain communication with clients and business partners through various channels, ensuring clear points of contact for ongoing support and escalations.

+ Show adaptability and collaborate effectively with team members to deliver exceptional service, meet client expectations, and support business partners.

+ Handle multiple tasks accurately and efficiently while sustaining high productivity levels.

What You Have

+ A keen interest in pursuing a long-term career in financial services with the potential for licensing.

+ Strong analytical capabilities and the ability to manage multiple complex tasks with a high level of attention to detail.

+ Intermediate to advanced technical proficiency, capable of utilizing at least five different applications simultaneously, including Windows, internet research, database systems, and email.

+ Willingness to work in a structured environment during designated hours as determined by business needs.

+ Excellent verbal and written communication skills in English.

+ Basic mathematical skills, including addition, subtraction, multiplication, and division.

+ A collaborative and relational work style with a proven track record of success in a team setting.

+ A positive attitude, enthusiasm, professionalism, and a strong work ethic, accompanied by a high level of integrity and ethics.

+ Ability to effectively organize, assemble, and allocate resources to achieve departmental objectives.

Preferred Qualifications:

+ Basic to intermediate understanding of investment products and industry regulations, with the ability to explain these complex topics over the phone.

+ Completion of two or more years of college study in finance, economics, business administration, or a related field; a degree is preferred.

+ At least one year of work experience, ideally in financial services, operations, or client support.

+ Previous experience in a dual monitor environment and the capability to utilize over seven open programs simultaneously.

Demonstrated Behaviors:

+ Results Orientation: Focus on achieving desired outcomes for individual or team tasks; set ambitious goals and strive to meet or exceed them.

+ Flexibility: Willingness to embrace new and different approaches; openness to modifying preferred methods.

+ Customer Orientation: Genuine concern for meeting the needs of both external and internal customers.

+ Fostering Teamwork: Ability and desire to work cooperatively with others in a team setting; as a team leader, skill in guiding groups to collaborate effectively.

In addition to the competitive salary, this role may also offer bonus or incentive opportunities.

What’s in it for You

At Charles Schwab, we are dedicated to empowering our employees' personal and professional growth. Our supportive culture, focused on your development, provides you with the tools 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 offer a comprehensive benefits package designed to support 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 five years of service for eligible positions.

+ Paid parental leave and family-building benefits.

+ Tuition reimbursement.

+ Health, dental, and vision insurance.

Charles Schwab is an affirmative action employer, committed to employing and advancing qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you require reasonable accommodations in the application process, please reach out to Human Resources.