Job Information
Charles Schwab Specialist - Operations - OSAS in El Paso, Texas
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Operational Services Account Solutions (OSAS) is the primary operations support department for Advisor Services New Accounts and Investor Services. OSAS provides service to multiple business units including but not limited 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.
As a member of our OSAS team with a focus on New Accounts and Account Maintenance for various enterprises, you will be responsible for processing new account applications and account update requests as well as reviewing client correspondence for our clients. Below outlines a summary of additional responsibilities for this role:
Review and process new Schwab brokerage account applications
Listen to client cues (phone contact) and review accounts to engage in a dialogue to identify additional needs and present effective help and guidance solutions
Exhibit a passion for client service, positive energy, and problem solving skills to assist Schwab clients in opening their accounts as well as performing detailed research and follow-up, via phone contact
Establish clear points of contact for one-stop resolution and for ongoing support and escalations
Demonstrate flexibility and work collaboratively with other team members to deliver high quality service and meet client expectations
Manage multiple tasks effectively by balancing high productivity with excellent service quality
Serve as a senior member of processing teams, providing documentary decision-making assistance as well as escalation support for complex situations including client escalations
Serve as a senior member of the team, approving and accepting account documentation on behalf of the firm - taking into consideration, business, brand, financial, and regulatory risk.
What you have
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
2 + years of Financial Services experience with Brokerage experience preferred
College degree or equivalent experience
Preferred Qualifications:
Solid analytical skills and ability to multi-task to perform multiple complex tasks with a superior level of attention to detail; Can operate with little instructions on day-to-day work with general direction on assignments.
Ability to explain complex subjects via phone to internal and external clients
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
Excellent communication skills (English) both verbal and written; will be responsible for reviewing, editing and sharing feedback on communication created by other team members
Passion for working in a team environment - contributing toward departmental and team goals and objectives.
Peer influence skills a must as senior administrators will be required to help drive and support change and will also be accountable for creating Schwab culture in the new El Paso location
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.
Excellent knowledge of investment products and industry regulations.
Prior experience working in a dual monitor environment and the ability to utilize over 7 open programs at one time.
Special Handling Experience & Organization trained
White Glove, LCIP, C1 and Family Office trained
You demonstrate these behaviors:
Initiative: Identifying what needs to be done and doing it before being asked to or required by the situation.
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 things.
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 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
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 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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected 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.