Asset Transfer Operations Associate — Hybrid & Client-Facing
Listed on 2026-10-08
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Customer Service/HelpDesk
Bank Customer Service
Charles Schwab in Omaha, NE is seeking an Operational Associate in the Asset Transfer Services department. This client-facing role processes transfer paperwork, reviews assets for transfer eligibility, and communicates directly with clients and financial institutions to ensure a smooth transfer experience.
The position emphasizes on-site collaboration and meeting precise cut-off times. You will work with various transfer types including Incoming ACATs, DRS, Foreign, Outbound, Non-ACATs and
As a Asset Transfer Operations Associate — Hybrid & Client-Facing, you will play an important part at Charles Schwab in Omaha, NE, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Asset Transfer Operations Associate — Hybrid & Client-Facing role in the description above.
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