Move Asset Transfer Specialist

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

Charles Schwab’s Client Service and Support Hotline Support Team - Move Money Asset Transfer Specialist is responsible for risk prevention, processing of money movements, and education of policies and procedures related to money movement and asset transfers. We focus on increasing productivity and gaining efficiencies in order to better position Schwab to compete in the marketplace and to reinvest in areas that matter most to our clients.

As an elite team of experts, we are committed to delivering efficient solutions that maximize trust while minimizing risk by owning every client interaction through clients’ eyes.

As a Move Money Asset Transfer Specialist
, you will promote client loyalty by providing the highest quality support to our internal and external customers via inbound/outbound phone calls and internal chat support, relating to the movement of funds. You will be a primary contact for our branch partners and clients, internal partners and external clients, and provide “best in class” service by:

• Effectively managingandevaluating risk when reviewing client account money movement requests including but not limited to check requests, check deposits, ACAT transfers, and domestic and international wires.
• Responding to questions on awidearray of technical and operational subjects.
• Actively listening, assessing client needs, researching information, and providing clients with innovative solutions.
• Problem solving and conducting research/special requests through the use of email, telephone, and our internal inquiry system.
• Identifying situationswhereescalation is warranted and taking the necessary action quicklyin ahigh-risk environment.
• Communicating effectively and delivering work that is detailed and clear.
• Workingcollaborativelyand efficiently with others in a fast-paced environment.
• Proactively educating clients and internal partners on our products and services.
• Supporting business initiatives by developing strong partnerships.
• Prioritize multiple internal chat conversations simultaneously and actively lead chat dialogues for efficiency and effectiveness.
• Handling escalated calls when warranted and resolving client issues by taking appropriate action quickly in a high-risk environment.
• Demonstrating leadership and the ability to be a role model and mentor your peers.

Required qualifications
:

• 2+ years’ experience in client service or operations with brokerage/financial industry preferred.
• Handling escalated calls when warranted and resolving client issues by taking appropriate action quickly in a high-risk environment. Demonstrating leadership and the ability to be a role model and mentor to your peers.

Preferred qualifications:

• Bachelor’s degree or equivalent work experience preferred.
• Proactively educating clients and internal partners on our products and services.
• Supporting business initiatives by developing strong partnerships.
• Strong interpersonal, verbal, and written communication skills.
• Excellent operational and follow-up skills with the ability to manage complex work.
• Demonstrated ability to be self-directed, and quickly develop a full understanding of our business.
• Intermediate to advanced level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry.
• Positive attitude, team oriented, enthusiastic, professional, forward thinker and strong work ethic.

You demonstrate these behaviors:

• Results Orientation
  :(Disciplined and Delivers Results)- Focusing on the desired end result of one’s own or one’s units work; setting challenging goals, focusing effort on the goals, and meeting or exceeding them.
• Customer Orientation
  :
  Demonstrates proactive behavior by anticipating clients’ needs and taking ownership as the point of contact, working towards a resolution in a timely manner in order to…