CS&S Operational Support Associate

About the job

Your Opportunity

*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.

This is an Associate role in the CS&S Operational Support Tier 2 Account Solutions organization that provides service to multiple business units including but not limited to our clients and internal partners. We inspire client loyalty by providing guidance and solutions to fulfill client needs and have a focus on employee development and collaboration.

As an Account Solutions Hotline Associate, you will promote client loyalty by providing “best-in-class” service by:

• Providing high-quality support to internal and external clients by answering inbound calls related to New Accounts and Account Maintenance items requiring additional information.

• Serving as a subject matter expert by reviewing account applications, resolving missing information, and providing accurate guidance and support.

• Delivering a best-in-class client experience through active listening, problem solving, detailed research, and timely follow-up.

• Building client loyalty by identifying needs, offering effective solutions, and serving as a clear point of contact for resolution and escalations.

• Demonstrating flexibility, collaboration, and efficiency while managing a high-volume call environment and balancing service quality with productivity goals.

• Showing interest in a long-term career in financial services, including opportunities to pursue licensing and professional growth.

What you have

Required Qualification

• 2 years customer service experience.

Preferred Qualifications

• Brokerage or financial industry preferred.

• Bachelor’s degree or equivalent work experience preferred.

• Positive attitude, team-oriented mindset, enthusiasm, professionalism, forward-thinking approach, and a strong work ethic.

• Receptive to feedback and coaching, with a desire to continuously learn, improve, and apply new skills.

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