International Account Solutions Operations, Associate

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 are essential. 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 preferred
• Experience handling multiple software applications simultaneously
• 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
• Series 7, 63 preferred

Behaviors 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
• Results Orientation (Focused and Delivers Results)
• Flexibility (Emotionally Mature)

Pay & Benefits

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

What’s in it for you:

• Empowered to shape your future at Schwab
• Hybrid Work and Flexibility approach balancing workplace flexibility, serving clients, and strong belief in the value of being together in person on a regular basis
• Competitive benefits package including:
• 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