Your Opportunity

What you are good at

• 
  Review and process new Schwab brokerage account applications
• Listen to client cues (phone contact) and review accounts to engage in a dialogue to identify additional needs and present effective help and guidance solutions
• Exhibit a passion for client service, positive energy, and problem solving skills to assist Schwab clients in opening their accounts as well as performing detailed research and follow-up, via phone contact
• Receive inbound calls from our clients - both external and internal
• Establish clear points of contact for one-stop resolution and for ongoing support and escalations
• Demonstrate flexibility and work collaboratively with other team members to deliver high quality service and meet client expectations
• Manage multiple tasks effectively by balancing high productivity with excellent service quality
• Serve as a senior member of processing teams, providing documentary decision-making assistance as well as escalation support for complex situations including client escalations
• Serve as a senior member of the team, approving and accepting account documentation on behalf of the firm - taking into consideration, business, brand, financial, and regulatory risk.

What you have

• 
  3 - 5 years of Financial Services experience with Brokerage experience preferred
• A valid and active FINRA Series 7, 63 and 9/10 Licensing. Depending on employee qualifications, a Condition of Employment may be considered for a specified timeframe (for all licenses).
• College degree or equivalent experience
• Solid analytical skills and ability to multi-task to perform multiple complex tasks with a superior level of attention to detail; Can operate with little instructions on day-to-day work with general direction on assignments.
• Ability to explain complex subjects via phone to internal and external clients
• Advanced technical skills with the ability to apply at least 5 different applications at any one time, including Windows, internet researching, database systems, and email
• Excellent communication skills (English) both verbal and written; will be responsible for reviewing, editing, and sharing feedback on communication created by other team members
• Passion for working in a team environment - contributing toward departmental and team goals and objectives. Peer influence skills a must as senior administrators will be required to help drive and support change and will also be accountable for creating Schwab culture in the new El Paso location
• Enjoy working in a structured environment during specified hours as determined by business need.
• Positive attitude, passion, professionalism, and strong work ethic with high level of integrity and ethics.

• Excellent knowledge of investment products and industry regulations.
• Prior experience working in a dual monitor environment and the ability to apply over 7 open programs at one time.

• 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.
• 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: Willingness to different and new ways of doing things; willingness to modify one's preferred way of doing things.

• Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
• Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
• Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
• Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
• Not just a job, but a career, with an opportunity to do the best work of your life