Operations Associate
• Manage and process all incoming operational volume for the Advisor Service organization. This would include account maintenance, cashiering functions, items not in good order, among others.• Manage to a standard of quality in our work that exceeds the expectations of our business partners and our Advisors.• Identify trends in operational paperwork and seek to educate our Advisors and the broader service organization on efficiency.• Practice active listening, open ended dialogue, and rapport building to gain a thorough understanding of Advisors’ needs in an effort to enhance their loyalty with Schwab.• Handle moderately complex or out-of-the box requests or SME roles and own them to completion.• Maintain a strong band of communication between internal business partners, including operational partners and leadership.• Manage complex work, self-direct, and prioritize an ever-changing workload of time sensitive requests.