Data Entry- New Account Processing
The International Account Solutions team in Phoenix, AZ is a team within Operational Services Account Solutions servicing clients around the world. International Account Solutions provides operations and customer service support to international clients and internal partners to help grow and service our existing client base.
What you are good at
The ideal candidate will be tasked with supporting all functions performed by International Account Solutions in a processing environment. This role will require expertise in new account opening and maintenance for both Retail and Institutional clients. Demonstrated customer service skills and proven problem resolution skills. Candidates must have the ability to identify and control risk exposure to Schwab and our clients and be able to work cohesively in a team environment while accurately and efficiently assisting clients and internal partners. The ideal candidate will need to be flexible and have the ability to multi- task and embrace change.
What you have
- 1-3 years financial services industry experience preferred
- Excellent verbal and written communication skills
- Experience working with investment advisors preferred
- Bachelor’s degree or equivalent experience
- Customer service skills and experience working with regulatory or risk issues
- Strong organizational skills, ability to prioritize and coordinate multiple processes/projects
- Effective analytical skills and problem-solving skills
Why work for us?
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.