Account Solutions, Associate
Company: Charles Schwab Corporation
Location: El Paso
Posted on: May 3, 2021
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
member of our OSAS team, you will focus on New Accounts and Account
Maintenance. You will be responsible for processing applications
well as reviewing client correspondence. Below outlines a summary
of additional responsibilities for this Associate role.
and process Schwab account applications, while interpreting and
applying business judgement and balancing risk to the
in a dialogue to identify ways to reduce client effort and improve
the overall client experience while actively listening to client
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.
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
flexibility and work collaboratively with team members to deliver
high quality service, meet client expectations, and support
multiple tasks accurately and effectively while maintaining high
in a long-term career in financial services with potential to
analytical skills and ability to multi-task to perform multiple
complex tasks with a superior level of attention to
to intermediate knowledge of investment products and industry
regulations. Ability to explain these complex subjects via the
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. Typing speed of at least
30 wpm is required
to work in a structured environment during specified hours as
pre-determined by business need.
communication skills (English) both verbal and written.
math skills including addition, subtraction, multiplication and
and relational work style with proven success in a team
working in a structured environment during specified hours as
determined by business need
attitude, enthusiasm, professionalism, and strong work ethic with
high level of integrity and ethics.
organizes, assembles and arrange resources to meet departmental
addition to the minimum qualifications, ideal candidates will also
have the followed preferred qualifications:
years of college study in finance, economics, business
administration, or related area; degree is preferred.
year of work experience, preferably in financial services,
operations, or client support is desired.
experience working in a dual monitor environment and the ability to
utilize over 7 open programs at one time is a plus.
demonstrate these behaviors:
Results Orientation: Focusing on the desired end result of
one's own or one's units work; setting challenging goals, focusing
effort on the goals, and meeting or exceeding them.
Flexibility: Openness to different and new ways of doing
things; willingness to modify one's preferred way of doing
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.
Keywords: Charles Schwab Corporation, El Paso , Account Solutions, Associate, Other , El Paso, Texas
Didn't find what you're looking for? Search again!