Operational Services Account Solutions, Associate
Your Opportunity
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.
As a 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.
- 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.
- Run multiple tasks accurately and optimally while maintaining high productivity.
What you have
- 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.
- 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 apply 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 shown success in a team environment.
- Enjoy working in a structured environment during specified hours as determined by business need.
- Positive attitude, passion, professionalism, and strong work ethic with high level of integrity and ethics.
- Optimally organizes, assembles, and arrange resources to meet departmental goals.
In addition to the minimum qualifications, ideal candidates will also have the followed preferred qualifications:
- 2+ years of college study in finance, economics, business administration, or related area; degree is preferred.
- 1+ year of work experience, preferably in financial services, operations, or client support is desired.
- Prior experience working in a dual monitor environment and the ability to apply over 7 open programs at one time is a plus.
In addition to 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
- 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.
- 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 apply 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 shown success in a team environment.
- Enjoy working in a structured environment during specified hours as determined by business need.
- Positive attitude, passion, professionalism, and strong work ethic with high level of integrity and ethics.
- Optimally organizes, assembles, and arrange resources to meet departmental goals.
In addition to the minimum qualifications, ideal candidates will also have the followed preferred qualifications:
- 2+ years of college study in finance, economics, business administration, or related area; degree is preferred.
- 1+ year of work experience, preferably in financial services, operations, or client support is desired.
- Prior experience working in a dual monitor environment and the ability to apply over 7 open programs at one time is a plus.
In addition to 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.