New Accounts Operations Associate

Charles Schwab Corporation

El Paso (TX)

On-site

USD 42,000 - 66,000

Full time

4 days ago

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Job summary

Charles Schwab Corporation in El Paso is seeking an Associate for the Operational Services Account Solutions team. You will process account applications and assist clients with account maintenance, balancing client needs with risk controls in a fast-paced environment.

The role emphasizes detailed research, multi-tasking across several programs, and clear communication in English. A long-term career path in financial services is encouraged, with potential licensing opportunities and an on-site

Qualifications

Interest in a long-term career in financial services with potential to become licensed.
Excellent analytical skills and ability to multi-task with high attention to detail.
Basic to intermediate knowledge of investment products and industry regulations; able to explain over the phone.

Responsibilities

Review and process Schwab account applications, balancing risk to the firm.
Engage with clients to reduce effort and improve experience; listen to client cues.
Demonstrate problem solving and research skills to assist clients opening accounts in a fast-paced environment.
Connect with clients and partners via calls and written communication; establish clear points of contact for ongoing support.
Collaborate with team members to deliver high-quality service and meet client expectations.