Financial Asset Transfer Operations Hotline Specialist

Charles Schwab • Westlake, TX

216d

About The Position

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. Charles Schwab's CS&S T2 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.

Requirements

• 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.

Nice To Haves

• 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.

Responsibilities

• Effectively managing and evaluating 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 a wide array 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 situations where escalation is warranted and taking the necessary action quickly in a high-risk environment.
• Communicating effectively and delivering work that is detailed and clear.
• Working collaboratively and 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.

Benefits

• Eligible for bonus or incentive opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree