Workflow Operations Associate
Handle all incoming operational volume for the AS Service organization. This would includes cashiering functions, account maintenance cases, client verification cases, among others. Reach out to Advisors on not-in-good-order work via the phone or electronic alert requesting corrected paperwork or new paperwork based on various situations. Manage to a standard of quality in our work that exceeds the expectations of our business partners and our Advisors Identify trends in operational paperwork and seek to educate our Advisors and your colleagues on how to increase efficiency. Practice active listening, open ended dialogue, and rapport building to gain a thorough understanding of Advisors’ needs in an effort to enhance their loyalty with Schwab. Educate our Advisors on the latest technology and tools to help them grow and become more self-sufficient. Provide accurate, valid, and complete information by using the appropriate online and in-house resources.
Willingness to pivot and constantly shift focus based on needs of the entire team and organization
Minimum of 1 year in Advisor Services preferred
Technical skills with team-orientation and the ability to act as a resource for development of the team’s effectiveness.
Ability to multi-task and handle a large quantity of volume at once, while maintaining a high level of accuracy
Presentation skills
MS Word
Customer Service skills
Time Management Skills
MS Excel skills
PowerPoint skills
Driven and self-motivated
Prioritizing skills
Adaptability
Problem Solving Skills
Detail Oriented and Organized
Verbal and Written Communication
Multi tasker
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Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.
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