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International Account Solutions Operations, Associate @ Charles Schwab

Westlake, TXOnsiteFull-timePosted 1 days ago

Opens on the employer's site

About this role

Pay range: USD $26.01 - $32.21 / Hour

Your opportunity

The International Account Solutions team in Westlake, Texas is a team within Operational Services Account Solutions servicing clients around the world. International Account Solutions provides operations and customer service support to international clients and internal partners to help grow and service our existing client base.

What you'll do:

The ideal candidate will be tasked with supporting all functions performed by International Account Solutions. This role will require expertise in the new account opening process for both Retail and Institutional clients. Demonstrated customer service skills and proven problem resolution skills. Candidates must have the ability to identify and control risk exposure to Schwab and our clients. To be able to work cohesively in a team environment while accurately and efficiently assisting clients and internal partners. The ideal candidate will need to be flexible and have the ability to multi-task and embrace change.

What you have

Financial industry experience and or international experience preferredExperience handling multiple software applications simultaneouslyExcellent verbal and written communication skillsExperience working with investment advisors preferredBachelor's degree or equivalent experienceCustomer service skills and experience working with regulatory or risk issuesStrong organizational skills, ability to prioritize and coordinate multiple processes.Effective analytical skills and problem-solving skills. Series 7, 63 preferred You demonstrate these behaviors:

Has a strong sense of urgency about solving problems and getting work doneAcknowledges own mistakes and limitations; seeks and accepts constructive criticismApproaches a complex task or problem by breaking it down into its component parts and considering each part in detail.Lives the business mission: to be the preferred supplier through total customer satisfaction.Carefully reviews and checks the accuracy of information provided and in their own work.Results Orientation (Focused and Delivers Results) - Focusing on the desired end result of one's own or one's units work; setting challenging goals, focusing effort on the goals, and meeting or exceeding them.Flexibility (Emotionally Mature) - Openness to different and new ways of doing things; willingness to modify one's preferred way of doing things. In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance

Skills

Business Operations

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