Your opportunity

Operational Services Account Solutions (OSAS) is the primary operations arm for Investor Services New Accounts. We inspire client loyalty by accurately and efficiently fulfilling our client’s needs and have a focus on employee development and collaboration.

As a member of our OSAS team, you will focus on opening new accounts. You will be responsible for processing applications and reviewing client correspondence. Below outlines a summary of your responsibilities as an Associate.

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 and 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
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.Intermediate to Advanced technical skills with the ability to utilize at least 5 different applications at any one time, including Windows, internet researching, database systems, and email.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 proven success in a team environment.Enjoy working in a structured environment during specified hours as determined by business needPositive attitude, enthusiasm, professionalism, and strong work ethic with elevated level of integrity and ethics.Effectively organizes, assembles, and arranges resources to meet departmental goals.

Preferred:

Basic to intermediate knowledge of investment products and industry regulations. Ability to explain these complex subjects via the phone.2+ years of college study in finance, economics, business administration, or related area; a degree is preferred.1+ year of work experience, preferably in financial services, operations, or client support.Prior experience working in a dual monitor environment and the ability to utilize over 7 open programs at one time.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Apply Save job