Account Solutions Associate, New Accounts & Onboarding

Charles Schwab; Orlando (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) with company match

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking an Associate to support New Accounts and Account Maintenance within OSAS. You will process applications, review client correspondence, and engage with clients to open and maintain accounts. A strong attention to detail and multi-tasking will be essential as you balance risk with client service.

The role emphasizes on-site collaboration in Florida, with opportunities to grow toward licensing and broader operational responsibilities in a fast-paced setting.

Qualifications

• Interest in a long-term financial services career.
• Strong analytical and detail orientation.
• Ability to explain investment concepts over the phone.

Responsibilities

• Review and process Schwab account applications with sound judgment.
• Identify ways to reduce client effort and improve experience.
• Assist clients in opening accounts with research and follow-up.
• Communicate with clients and partners via calls and written channels.
• Collaborate with teammates to deliver high-quality service.
• Manage multiple tasks with high productivity in a fast-paced environment.

Skills

Analytical skills

Multi-tasking

Technical proficiency

English communication

Structured work hours

Team collaboration

Positive attitude

Client service

Education

Finance coursework

Economics coursework

Related studies

Tools

Windows

Internet research

Database systems

Email

Job description

Charles Schwab is seeking an Associate to support New Accounts and Account Maintenance within OSAS. You will process applications, review client correspondence, and engage with clients to open and maintain accounts. A strong attention to detail and multi-tasking will be essential as you balance risk with client service.

The role emphasizes on-site collaboration in Florida, with opportunities to grow toward licensing and broader operational responsibilities in a fast-paced setting.