Financial Services: Account Solutions Associate

Charles Schwab Corporation; Orlando (FL); On-site; USD 40,000 - 52,000; Full time

Job summary

Charles Schwab Corporation in Orlando seeks an Associate in Operational Services Account Solutions to process new accounts and maintain existing ones. You’ll interpret business rules, respond to client inquiries, and collaborate with teams to ensure accuracy and compliance.

Strong communication and multitasking are essential for success. Ideal candidates will have analytical skills, familiarity with financial products, and the ability to work on-site in Florida, with a focus on delivering

Qualifications

• Excellent analytical and detail-oriented mindset for processing client applications.

Responsibilities

• Review and process Schwab account applications, applying business judgement and balancing risk.
• Engage with clients to reduce effort and improve the client experience via phone and written communication.
• Research and resolve client inquiries with accuracy in a fast-paced environment.
• Coordinate with teammates and business partners to deliver high-quality service.
• Manage multiple tasks efficiently to meet departmental goals.

Skills

Analytical skills

Multi-tasking

Communication skills

Problem solving

Attention to detail

Team collaboration

Education

Finance/Economics/Business-related college study

Tools

Windows

Internet research

Database systems

Email

Job description

Charles Schwab Corporation in Orlando seeks an Associate in Operational Services Account Solutions to process new accounts and maintain existing ones. You’ll interpret business rules, respond to client inquiries, and collaborate with teams to ensure accuracy and compliance.

Strong communication and multitasking are essential for success. Ideal candidates will have analytical skills, familiarity with financial products, and the ability to work on-site in Florida, with a focus on delivering