Charles Schwab
International Operations Services Account Solutions, Associate
Charles Schwab, Westlake, Texas, United States
Your opportunity
The International Account Solutions team in Westlake 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
Series 7, 63 preferred
3 - 5 years financial industry experience, international experience preferred
Excellent verbal and written communication skills
Experience working with investment advisors preferred
Bachelor's degree or equivalent experience
Customer service skills and experience working with regulatory or risk issues
Strong organizational skills, ability to prioritize and coordinate multiple processes.
Effective analytical skills and problem solving skills.
What you demonstrate:
Has a strong sense of urgency about solving problems and getting work done
Acknowledges own mistakes and limitations; seeks and accepts constructive criticism
Approaches 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.
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 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
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
The International Account Solutions team in Westlake 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
Series 7, 63 preferred
3 - 5 years financial industry experience, international experience preferred
Excellent verbal and written communication skills
Experience working with investment advisors preferred
Bachelor's degree or equivalent experience
Customer service skills and experience working with regulatory or risk issues
Strong organizational skills, ability to prioritize and coordinate multiple processes.
Effective analytical skills and problem solving skills.
What you demonstrate:
Has a strong sense of urgency about solving problems and getting work done
Acknowledges own mistakes and limitations; seeks and accepts constructive criticism
Approaches 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.
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 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
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.