Senior CS&S Ops Support Specialist - Onsite Impact

The Charles Schwab Corporation; Westlake (TX); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Parental leave

Job summary

The Charles Schwab Corporation is seeking a Sr. Specialist in Account Solutions Hotline in Westlake, TX. This on-site role focuses on complex inquiries about new accounts, maintenance, and research to ensure first-contact resolution and superior client experiences.

You will resolve escalated issues, apply product knowledge, and mentor teammates while upholding Schwab's edge service standards and risk controls. This position offers growth and a culture of trust.

Qualifications

• Ability to independently resolve complex client issues with high service standards.
• Advanced knowledge of products, policies, and procedures to resolve complex situations.
• Models the edge service model and mentors others.
• High emotional intelligence and strong communication to reduce client effort.
• Acts as SME with guidance and support.
• Demonstrates leadership and ownership with continuous improvement.

Responsibilities

• Handle inbound/outbound calls on account opening and maintenance.
• Assess risk and provide accurate, timely solutions.
• Research complex requests using systems and resources.
• Mentor peers and support issue resolution.
• Promote client loyalty with best-in-class service.
• Identify process improvements and collaborate with leadership.

Skills

Customer service

Phone support

Issue resolution

Communication

Mentoring

Risk assessment

Education

Bachelor's degree or equivalent

Job description

The Charles Schwab Corporation is seeking a Sr. Specialist in Account Solutions Hotline in Westlake, TX. This on-site role focuses on complex inquiries about new accounts, maintenance, and research to ensure first-contact resolution and superior client experiences.

You will resolve escalated issues, apply product knowledge, and mentor teammates while upholding Schwab's edge service standards and risk controls. This position offers growth and a culture of trust.