CS&S Operational Support Associate

Charles Schwab Corporation; El Paso (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Charles Schwab Corporation in El Paso, TX is seeking an Account Solutions Hotline Associate to deliver best-in-class client service for New Accounts and Account Maintenance inquiries. You will review applications, resolve missing information, and provide guidance while maintaining a high-volume call environment.

The role supports long-term growth in financial services, with opportunities for licensing and professional development in a collaborative, on-site team setting.

Qualifications

• 2 years customer service experience.
• Brokerage or financial industry preferred.
• Strong communication and teamwork skills.

Responsibilities

• Answer inbound calls related to New Accounts and Account Maintenance items requiring additional information.
• Review account applications, resolve missing information, and provide accurate guidance and support.
• Deliver a best-in-class client experience through active listening, problem solving, detailed research, and timely follow-up.
• Identify client needs, offer effective solutions, and serve as a contact for resolution and escalations.
• Manage a high-volume call environment while balancing service quality with productivity goals.
• Demonstrate interest in long-term growth in financial services, including licensing opportunities.

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.