Associate, Operations Distributions

Are you passionate about providing exceptional service and support to clients? Do you have a strong background in operations and a desire to work in the financial industry? If so, we have an exciting opportunity for you to join our team as an Associate, Operations Distributions at Charles Schwab. In this role, you will play a crucial part in ensuring the timely and accurate processing of client transactions, while also providing top-notch customer service. We are looking for individuals with a high level of attention to detail, excellent communication skills, and a strong ability to work in a fast-paced environment. Come be a part of our dynamic team and help us make a positive impact on our clients' financial futures.

1. Process and manage client transactions with a high level of accuracy and efficiency.
2. Provide exceptional customer service to clients, addressing inquiries and concerns in a timely and professional manner.
3. Collaborate with internal teams to ensure the smooth and timely execution of client requests.
4. Maintain a thorough understanding of company products, services, and operational processes.
5. Adhere to company policies and procedures, as well as industry regulations and compliance standards.
6. Continuously identify and suggest process improvements to enhance the client experience and increase efficiency.
7. Communicate effectively with clients, colleagues, and management regarding operational issues and updates.
8. Stay updated on industry trends and developments in order to provide the best level of service to clients.
9. Maintain accurate records and documentation of client interactions and transactions.
10. Work in a fast-paced and dynamic environment, while maintaining a high level of attention to detail and accuracy.
11. Collaborate with team members to achieve department goals and objectives.
12. Attend training and development sessions to enhance skills and knowledge.
13. Contribute to a positive and collaborative work culture within the team and across the organization.
14. Adhere to strict confidentiality and security protocols to protect client information.
15. Demonstrate a strong commitment to upholding the company's values and mission.

According to JobzMall, the average salary range for a Associate, Operations Distributions in Phoenix, AZ, USA is between $40,000 and $60,000 per year. This can vary depending on the specific company, level of experience, and other factors.

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.