Operational Services Account Solutions

Pay range: USD $20.58 - $30.91 / Hour

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.

• 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 need
• Positive attitude, enthusiasm, professionalism, and strong work ethic with elevated level of integrity and ethics.
• Effectively organizes, assembles, and arranges resources to meet departmental goals.

• 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.

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 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