Charles Schwab
Operational Services Account Solutions, Associate
Join to apply for the
Operational Services Account Solutions, Associate
role at
Charles Schwab
4 days ago Be among the first 25 applicants
Your Opportunity As a member of our OSAS team, you will focus on Account Maintenance, with an opportunity to work in New Accounts based on business needs. You will be responsible for processing applications as well as reviewing client correspondence.
Responsibility Summary
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.
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 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.
Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics.
Effectively organizes, assembles, and arranges resources to meet departmental goals.
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.
Compensation & Benefits 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.
Benefits Package
401(k) with company match and Employee Stock Purchase Plan
Paid time for vacation, volunteering, and 28‑day sabbatical after every five years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Seniority Level Entry level
Employment Type Full‑time
Job Function Sales and Business Development
#J-18808-Ljbffr
Operational Services Account Solutions, Associate
role at
Charles Schwab
4 days ago Be among the first 25 applicants
Your Opportunity As a member of our OSAS team, you will focus on Account Maintenance, with an opportunity to work in New Accounts based on business needs. You will be responsible for processing applications as well as reviewing client correspondence.
Responsibility Summary
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.
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 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.
Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics.
Effectively organizes, assembles, and arranges resources to meet departmental goals.
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.
Compensation & Benefits 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.
Benefits Package
401(k) with company match and Employee Stock Purchase Plan
Paid time for vacation, volunteering, and 28‑day sabbatical after every five years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Seniority Level Entry level
Employment Type Full‑time
Job Function Sales and Business Development
#J-18808-Ljbffr