Operational Services Account Solutions Associate

Charles Schwab; Orlando (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) with company match

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking an Associate to support New Accounts and Account Maintenance within OSAS. You will process applications, review client correspondence, and engage with clients to open and maintain accounts. A strong attention to detail and multi-tasking will be essential as you balance risk with client service.

The role emphasizes on-site collaboration in Florida, with opportunities to grow toward licensing and broader operational responsibilities in a fast-paced setting.

Qualifications

• Interest in a long-term financial services career.
• Strong analytical and detail orientation.
• Ability to explain investment concepts over the phone.

Responsibilities

• Review and process Schwab account applications with sound judgment.
• Identify ways to reduce client effort and improve experience.
• Assist clients in opening accounts with research and follow-up.
• Communicate with clients and partners via calls and written channels.
• Collaborate with teammates to deliver high-quality service.
• Manage multiple tasks with high productivity in a fast-paced environment.

Skills

Analytical skills

Multi-tasking

Technical proficiency

English communication

Structured work hours

Team collaboration

Positive attitude

Client service

Education

Finance coursework

Economics coursework

Related studies

Tools

Windows

Internet research

Database systems

Email

Job description

Your opportunity

This position is expected to begin in early December.

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(s).

Operational Services Account Solutions (OSAS) is the primary operations arm for Advisor Services and Investor Services New Accounts. OSAS provides service to our retail clients and financial advisors to fulfill our purpose of helping everyone become financial fit. We inspire client loyalty by providing guidance and solutions to fulfill client needs and have a focus on employee development and collaboration.

What you are good at:

As a member of our OSAS team, you will focus on New Accounts and Account Maintenance. You will be responsible for processing applications as well as reviewing client correspondence. Below outlines a summary of additional responsibilities for this Associate role.

• Review and process Schwab account applications, while interpreting and applying business judgement and balancing risk to the firm.
• Engage in a dialogue to identify ways to reduce client effort and improve the overall client experience while actively listening to client cues.
• Demonstrate positivity and the ability to problem solve while assisting Schwab clients in opening their accounts, as well as performing detailed research and follow‑up, in a fast‑paced environment.
• Connect with clients and business partners through various channels, including inbound/outbound phone calls and written communication. Establish clear points of contact for ongoing support and escalations.
• Demonstrate flexibility and work collaboratively with team members to deliver high quality service, meet client expectations, and support business partners.
• Run multiple tasks accurately and optimally while maintaining high productivity.

What you have

• Interest in a long‑term career in financial services with potential to become licensed.
• Excellent analytical skills and ability to multi‑task to perform multiple complex tasks with a superior level of attention to detail.
• Basic to intermediate knowledge of investment products and industry regulations. Ability to explain these complex subjects via the phone.
• Intermediate to Advanced technical skills with the ability to apply at least 5 different applications at any one time, including Windows, internet researching, database systems, and email. Typing speed of at least 30 wpm is required.
• Ability to work in a structured environment during specified hours as pre‑determined by business need.
• Excellent communication skills (English) both verbal and written.
• Basic math skills including addition, subtraction, multiplication, and division.
• Collaborative and relational work style with shown success in a team environment.
• Enjoy working in a structured environment during specified hours as determined by business need.
• Positive attitude, passion, professionalism, and strong work ethic with high level of integrity and ethics.
• Optimally organizes, assembles, and arrange resources to meet departmental goals.

In addition to the minimum qualifications, ideal candidates will also have the followed preferred qualifications:

• 2+ years of college study in finance, economics, business administration, or related area; degree is preferred.
• 1+ year of work experience, preferably in financial services, operations, or client support is desired.
• Prior experience working in a dual monitor environment and the ability to apply over 7 open programs at one time is a plus.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

#Campus

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