Year Up Asset Transfer Services Associate

Charles Schwab • Westlake, TX

2d • Hybrid

About The Position

This job posting is for participants of the Year Up Program. We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose tochampion every client's goals with passion and integrity. We respect and appreciate the diversity of our employees, ourclients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firmand the world. We live and bring to life the concept of ‘own your tomorrow' every day. We champion our employeestrengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious,innovative, and adaptable people with the desire to help our clients and one another succeed.As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to helpAmericans transform themselves from earners to owners. Through advocacy and innovation, we work to make investingmore affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented,innovative and driven people who believe they can help themselves, and our clients, create a better future.Our Opportunity:The Asset Transfer Services (ATS) Department balances incoming and outgoing transfer requests for Schwab clients.ATS strives to lead the industry by crafting the best transfer experience for our clients, internal business partners, andcontra/brokerage firms. What you'll do:The Operational Associates in ATS perform a variety of functions and services for our Schwab Advisor Services andInvestor Services client groups. This includes but is not limited to processing transfer paperwork, reviewing assets foracceptability to transfer, communicating directly with clients, business partners, and other financial institutions.

Requirements

• Be flexible to switch gears throughout the day to assist with meeting critical cut-off times or high-volumeprocessing spikes.
• The ability to provide excellent customer service on inbound and outbound calls and via written communication,while also building and sustaining positive relationships with clients, internal business partners, and contra firms.
• Maintain a high degree of accuracy while meticulously processing each transfer request in a timely manner.
• Experience working with multiple systems in a dual monitor environment, and basic computer skills (includingMicrosoft Office products) are required.
• The desire and ability to work cooperatively & collaboratively with others on the team, in the department, and withleadership.

Responsibilities

• processing transfer paperwork
• reviewing assets for acceptability to transfer
• communicating directly with clients, business partners, and other financial institutions

Benefits

• Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
• Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
• Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Timeoff to volunteer
• Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
• Workplace Flexibility Program: Most Schwabbies have the opportunity to voluntarily work in the office or at home.Employees and managers can discuss and decide what works best for them, with additional flexibility availablebased on their role, business needs, and individual circumstances.
• Not just a job, but a career, with an opportunity to do the best work of your life
• Learn more about Life@Schwab.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees