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Operational Accounts Associate - Client Solutions

Job in Westlake, Tarrant County, Texas, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Services
Job Description & How to Apply Below
Position: Operational Accounts Associate - Client Solutions & Growth
Location: Westlake

A leading financial services firm in Texas seeks a motivated Associate for their Operational Services Account Solutions team. This role focuses on account maintenance, processing applications, and enhancing the client experience. The ideal candidate will possess analytical skills, strong communication abilities, and a collaborative work style. Preferred qualifications include 2+ years of college study in finance or economics and experience in client support.

Join us to contribute to our mission of client empowerment and financial fitness.
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Position Requirements
10+ Years work experience
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