Account Solutions Associate - El Paso, TX Job at Charles Schwab
Your Opportunity
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
Role Experience
- 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.
- Manage multiple tasks accurately and effectively while maintaining high productivity.
Flexibility: Openness to different and new ways of doing things; willingness to modify one's preferred way of doing things.
Customer Orientation: Demonstrated concern for satisfying one's external and/or internal customers.
Fostering Teamwork: As a team member, the ability and desire to work cooperatively with others on a team; as a team leader, interest, skill, and success in getting groups to learn to work together cooperatively.
What you have
Minimum Level of Education:
- 2+ years of college study in finance, economics, business administration preferred or equivalent work experience
- 1+ year of work experience, preferably in financial services, operations, or client support is desired.
- 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 sophisticated 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 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 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 proven success in a team environment.
- Enjoy working in a structured environment during specified hours as determined by business need
- Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics.
- Effectively organizes, assembles, and arrange resources to meet departmental goals.
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.
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