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Associate – Operations – Asset & Account Maintenance

Associate – Operations – Asset & Account Maintenance

CompanyCharles Schwab
LocationAustin, TX, USA, Phoenix, AZ, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelEntry Level/New Grad, Junior

Requirements

  • Attention-to-detail
  • Superior verbal and written communication skills.
  • Strong critical thinking skills to aid in problem solving
  • A positive and engaged mindset to bring to a team environment
  • Analytical skills that include the ability to research and resolve issues timely
  • Interest in the financial services industry and desire to learn about retirement plans

Responsibilities

  • Complete assigned daily functions in a fast-paced operational environment
  • Quickly learn the processes and identify process improvements
  • Accurately process high volumes of work independently while working within a collaborative team
  • Prioritize multiple tasks daily while maintaining continuous communication with management and other internal business partners.
  • Take initiative on complex or escalated items
  • Take on projects

Preferred Qualifications

  • Advanced Excel Skills
  • Bachelor’s Degree