Charles Schwab Associate, Account Solutions - El Paso, TX in El Paso, Texas
El Paso - TX, ELPASO, 1945 Northwestern Drive, 79912-1108
We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck at http://www.aboutschwab.com/about/leadership/charles_schwab over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
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.
What you’ll do:
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.
Communicate 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.
Manage multiple tasks accurately and effectively while maintaining high productivity.
Please note: Flexibility in scheduling is required for this position. Our hours of operation are Monday through Friday 7am and 7pm MST.
Compensation: Employees in our OSAS teams are paid a salary commensurate with experience and licensing, and receive additional compensation for overtime hours and shift differentials, along with the ability to earn an annual bonus based on high performance, adherence to quality standards and profitable company growth.
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 utilize 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 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 high level of integrity and ethics.
Effectively 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 utilize over 7 open programs at one time is a plus.
This role is located in the Schwab Operations Center located at 1945 Northwestern Drive, El Paso TX 79912
You demonstrate these behaviors:
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.
Customer Orientation: Demonstrated concern for satisfying one’s external and/or internal customers.
Fostering Teamwork : As a team member, the ability and desire to work cooperatively with others on a team; as a team leader, interest, skill, and success in getting groups to learn to work together cooperatively.
What you’ll get:
Comprehensive Compensation and Benefits package.
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.
Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.
Not just a job, but a career, with an opportunity to do the best work of your life.
Learn more about Life@Schwab at http://www.aboutschwab.com/careers/lifeatschwab/%22 .
Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: None
Relevant Work Experience: Financial Services-less than 2 yrs
Position Located In: TX - El Paso
Job Type: Full Time
Category:Brokerage Operations & Trading
Activation Date: Wednesday, November 7, 2018
Expiration Date: Thursday, November 29, 2018