New Accounts Solutions Associate

Charles Schwab; El Paso (TX); On-site; USD 42,000 - 55,000; Full time

Job summary

Charles Schwab in El Paso, TX is seeking an Associate for Operations Services Account Solutions (OSAS). The role focuses on New Accounts and Account Maintenance, processing applications, and reviewing client correspondence.

The position emphasizes on-site collaboration and structured hours to support client needs. Ideal candidates will have strong analytical abilities, multi-tasking skills, and solid knowledge of investment products plus good English communication.

Qualifications

• Strong analytical skills with attention to detail.
• Ability to manage multiple complex tasks simultaneously.
• Clear verbal and written English communication.

Responsibilities

• Review and process Schwab account applications with careful business judgement.
• Identify ways to reduce client effort and improve experience.
• Research and follow-up to assist clients opening accounts in a fast-paced environment.
• Communicate with clients and partners via phone and written channels.
• Collaborate with team members to deliver high-quality service.

Skills

Analytical skills

Multi-tasking

English communication

Education

Finance/Economics degree

Tools

Windows

Email

Database systems

Job description

Charles Schwab in El Paso, TX is seeking an Associate for Operations Services Account Solutions (OSAS). The role focuses on New Accounts and Account Maintenance, processing applications, and reviewing client correspondence.

The position emphasizes on-site collaboration and structured hours to support client needs. Ideal candidates will have strong analytical abilities, multi-tasking skills, and solid knowledge of investment products plus good English communication.