CS&S Operational Support Associate
Your Opportunity
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.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
This is an Associate role in the CS&S Operational Support Tier 2 Account Solutions organization that provides service to multiple business units including but not limited to our clients and internal partners. We inspire client loyalty by providing guidance and solutions to fulfill client needs and have a focus on employee development and collaboration.
As an Account Solutions Hotline Associate, you will promote client loyalty by providing “best-in-class” service by:
- Providing high-quality support to internal and external clients by answering inbound calls related to New Accounts and Account Maintenance items requiring additional information.
- Serving as a subject matter expert by reviewing account applications, resolving missing information, and providing accurate guidance and support.
- Delivering a best-in-class client experience through active listening, problem solving, detailed research, and timely follow-up.
- Building client loyalty by identifying needs, offering effective solutions, and serving as a clear point of contact for resolution and escalations.
- Demonstrating flexibility, collaboration, and efficiency while managing a high-volume call environment and balancing service quality with productivity goals.
- Showing interest in a long-term career in financial services, including opportunities to pursue licensing and professional growth.
What you have
Required Qualification
- 2 years customer service experience.
Preferred Qualifications
- Brokerage or financial industry preferred.
- Bachelor’s degree or equivalent work experience preferred.
- Positive attitude, team-oriented mindset, enthusiasm, professionalism, forward-thinking approach, and a strong work ethic.
- Receptive to feedback and coaching, with a desire to continuously learn, improve, and apply new skills.
In addition the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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 you are good at
What you have
Required Qualification
- 2 years customer service experience.
Preferred Qualifications
- Brokerage or financial industry preferred.
- Bachelor’s degree or equivalent work experience preferred.
- Positive attitude, team-oriented mindset, enthusiasm, professionalism, forward-thinking approach, and a strong work ethic.
- Receptive to feedback and coaching, with a desire to continuously learn, improve, and apply new skills.
In addition the salary range, this role is also eligible for bonus or incentive opportunities.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment 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 policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.