International Operations Services Account Solutions, Associate
Your Opportunity
Your opportunity
The International Account Solutions team in Westlake is a team within Operational Services Account Solutions servicing clients around the world. International Account Solutions provides operations and customer service support to international clients and internal partners to help grow and service our existing client base.
What you’ll do:
The ideal candidate will be tasked with supporting all functions performed by International Account Solutions. This role will require expertise in the new account opening process for both Retail and Institutional clients. Demonstrated customer service skills and proven problem resolution skills. Candidates must have the ability to identify and control risk exposure to Schwab and our clients. To be able to work cohesively in a team environment while accurately and efficiently assisting clients and internal partners. The ideal candidate will need to be flexible and have the ability to multi- task and embrace change.
What you have
- Series 7, 63 preferred
- 3 – 5 years financial industry experience, international experience preferred
- Excellent verbal and written communication skills
- Experience working with investment advisors preferred
- Bachelor’s degree or equivalent experience
- Customer service skills and experience working with regulatory or risk issues
- Strong organizational skills, ability to prioritize and coordinate multiple processes.
- Effective analytical skills and problem solving skills.
What you demonstrate:
- Has a strong sense of urgency about solving problems and getting work done
- Acknowledges own mistakes and limitations; seeks and accepts constructive criticism
- Approaches a complex task or problem by breaking it down into its component parts and considering each part in detail.
- Lives the business mission: to be the preferred supplier through total customer satisfaction.
- Carefully reviews and checks the accuracy of information provided and in their own work.
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
- Series 7, 63 preferred
- 3 – 5 years financial industry experience, international experience preferred
- Excellent verbal and written communication skills
- Experience working with investment advisors preferred
- Bachelor’s degree or equivalent experience
- Customer service skills and experience working with regulatory or risk issues
- Strong organizational skills, ability to prioritize and coordinate multiple processes.
- Effective analytical skills and problem solving skills.
What you demonstrate:
- Has a strong sense of urgency about solving problems and getting work done
- Acknowledges own mistakes and limitations; seeks and accepts constructive criticism
- Approaches a complex task or problem by breaking it down into its component parts and considering each part in detail.
- Lives the business mission: to be the preferred supplier through total customer satisfaction.
- Carefully reviews and checks the accuracy of information provided and in their own work.
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.