Operational Services Account Solutions (OSAS) is the primary operations arm for Advisor Services and Investor Services New Accounts. OSAS provides service to our retail clients and financial advisors to fulfill our purpose of helping everyone become financial fit. We inspire client loyalty by providing guidance and solutions to fulfill client needs and have a focus on employee development and collaboration.
As a member of our OSAS team, you will focus on New Accounts and Account Maintenance. You will be responsible for processing applications well as reviewing client correspondence. Below outlines a summary of additional responsibilities for this Associate role.
In addition to the minimum qualifications, ideal candidates will also have the followed preferred qualifications:
Results Orientation: 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: Openness to different and new ways of doing things; willingness to modify one's preferred way of doing things.
Customer Orientation: Demonstrated concern for satisfying one's external and/or internal customers.
Fostering Teamwork: As a team member, the ability and desire to work cooperatively with others on a team; as a team leader, interest, skill, and success in getting groups to learn to work together cooperatively.
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, 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 firstname.lastname@example.org or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.