Associate, CS&S Tier 2 Hotline Support Team - Account Solutions
Company: Charles Schwab
Location: Orlando
Posted on: April 28, 2025
Job Description:
Position Type: RegularYour opportunityAt Schwab, you're
empowered to make an impact on your career. - Here, innovative
thought meets creative problem solving, helping us "challenge the
status quo" and transform the finance industry together.This is an
Associate role in the CS&S Tier 2 Hotline Support Team Account
Solutions organization which is responsible for supporting internal
and external clients with complex inquiries pertaining to
applications and paperwork submitted for new accounts, account
maintenance, account updates, and research of complex inquiry
topics. Our goal is to own every interaction and provide first
contact resolution. As an elite team of experts, we are committed
to delivering prompt and efficient solutions. Our focus is to
enhance the client experience while building trust with both
internal partners and external clients. -What you'll do:As a
CS&S T2 Associate in Account Solutions Hotline, you will focus
on incoming calls from client or internal business partners in
response to New Accounts and Account Maintenance items requiring
additional information. You will be responsible for answering
calls, act as a subject matter expert on missing information, and
ensuring client interactions are exceptional. Below outlines a
summary of additional responsibilities for this role:
Ability to work effectively in a high
call volume environment and respond confidently to caller's
inquiry. Most inbound calls are in response to written
communication sent to clientsReview Schwab account applications
with caller while balancing call time and minimal hold timeListen
to client cues (phone contact) and review accounts to engage in a
dialogue to identify additional needs and present effective help
and guidance solutionsExhibit 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 contactReceive inbound calls from
our clients - both external and internalEstablish clear points of
contact for one-stop resolution and for ongoing support and
escalationsDemonstrate flexibility and work collaboratively with
other team members to deliver high quality service and meet client
expectationsManage multiple tasks effectively by balancing phone
efficiency with excellent service qualityWhat you have
Interest in a long-term career in
financial services with potential to become licensedExcellent
analytical skills and ability to multi-task to perform multiple
complex tasks with a superior level of attention to detail Basic to
intermediate knowledge of investment products and industry
regulations. Ability to explain these complex subjects via the
phone Intermediate to Advanced technical skills with the ability to
utilize at least 5 different applications at any one time,
including Windows, internet researching, database systems, and
email Ability to work in a structured environment during specified
hours as pre-determined by business needExcellent communication
skills both verbal and writtenBasic math skills including addition,
subtraction, multiplication, and divisionCollaborative and
relational work style with proven success in a team environment
Positive attitude, enthusiasm, professionalism, and strong work
ethic with high level of integrity and ethicsEffectively organizes,
assembles, and arrange resources to meet departmental goalsIn
addition to the minimum qualifications, ideal candidates will also
have the followed preferred qualifications:
2+ years of college study in finance,
economics, business administration, or related area; degree is
preferred 1+ year of work experience, preferably in financial
services, operations, or client support is desired Prior experience
working in a dual monitor environment and the ability to utilize
over 7 open programs at one time is a plusIn addition to the salary
range, this role is eligible for bonus or incentive
opportunities.
What's in it for youAt Schwab, we're committed to empowering our
employees' personal and professional success. Our purpose-driven,
supportive culture, and focus on your development means you'll get
the tools you need to make a positive difference in the finance
industry. Our approach balances our ongoing commitment to workplace
flexibility, serving our clients, and our strong belief in the
value of being together in person on a regular basis.We offer a
competitive that takes care of the whole you - both today and in
the future:
- 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
Keywords: Charles Schwab, Orlando , Associate, CS&S Tier 2 Hotline Support Team - Account Solutions, Other , Orlando, Florida
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