CS&S Operational Support Associate

Charles Schwab; El Paso (TX); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off & sabbatical after years

Health, dental, and vision insurance

Tuition reimbursement

Job summary

Charles Schwab is seeking an Account Solutions Hotline Associate in El Paso, TX, to deliver best-in-class service on inbound calls about New Accounts and Account Maintenance. The role emphasizes accuracy, guidance, and timely follow-up with clients.

Preferred candidates will have a Bachelor's degree or equivalent experience, a customer-focused mindset, and a collaborative, growth-oriented attitude. On-site collaboration is encouraged and licensing opportunities may be available.

Qualifications

• 2 years customer service experience.
• Strong communication and problem-solving skills.
• Customer-focused with a professional demeanor.

Responsibilities

• Answer inbound calls related to New Accounts and Account Maintenance.
• Review account applications and resolve missing information.
• Provide guidance to clients with accurate information and follow-up.
• Deliver best-in-class service and build client loyalty.
• Balance high-volume calls with service quality and productivity goals.

Skills

Customer service

Education

Bachelor's degree or equivalent

Job description

Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

This is an Associate role in the CS&S Operational Support Tier 2 Account Solutions organization that provides service to multiple business units including but not limited to our clients and internal partners. We inspire client loyalty by providing guidance and solutions to fulfill client needs and have a focus on employee development and collaboration.

As an Account Solutions Hotline Associate, you will promote client loyalty by providing "best-in-class" service by:

• Providing high-quality support to internal and external clients by answering inbound calls related to New Accounts and Account Maintenance items requiring additional information.
• Serving as a subject matter expert by reviewing account applications, resolving missing information, and providing accurate guidance and support.
• Delivering a best-in-class client experience through active listening, problem solving, detailed research, and timely follow-up.
• Building client loyalty by identifying needs, offering effective solutions, and serving as a clear point of contact for resolution and escalations.
• Demonstrating flexibility, collaboration, and efficiency while managing a high-volume call environment and balancing service quality with productivity goals.
• Showing interest in a long-term career in financial services, including opportunities to pursue licensing and professional growth.

What you have

Required Qualification

• 2 years customer service experience.

Preferred Qualifications

• Brokerage or financial industry preferred.
• Bachelor's degree or equivalent work experience preferred.
• Positive attitude, team-oriented mindset, enthusiasm, professionalism, forward-thinking approach, and a strong work ethic.
• Receptive to feedback and coaching, with a desire to continuously learn, improve, and apply new skills.

Inadditionthe 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