Specialist, CS&S Tier 2 Support, Move Money Operations Hotline

Charles Schwab • El Paso, TX

427d • $41,400 - $62,600

About The Position

The Move Money Operations Hotline Specialist at Charles Schwab is responsible for risk prevention, processing money movements, and educating clients on policies and procedures related to asset transfers. This role focuses on enhancing productivity and efficiency to better serve clients and maintain competitive positioning in the marketplace. The specialist provides high-quality support to both internal and external customers, ensuring client loyalty through effective communication and problem-solving in a fast-paced environment.

Requirements

• 2+ years' experience in client service or operations in the brokerage/financial industry.
• Strong interpersonal, verbal, and written communication skills.
• Excellent operational and follow-up skills with the ability to manage complex work.
• Intermediate to advanced knowledge of regulatory, audit, and compliance policies in the securities industry.

Nice To Haves

• Bachelor's degree or equivalent work experience preferred.
• Positive attitude, team-oriented, enthusiastic, and professional demeanor.
• Demonstrated ability to be self-directed and quickly understand business operations.

Responsibilities

• Manage and evaluate risk when reviewing client account money movement requests.
• Respond to questions on a wide array of technical and operational subjects.
• Actively listen, assess client needs, and provide innovative solutions.
• Conduct research and handle special requests through various communication channels.
• Identify situations for escalation and take necessary actions quickly.
• Communicate effectively and deliver detailed and clear work.
• Collaborate efficiently with others in a fast-paced environment.
• Educate clients and internal partners on products and services.
• Support business initiatives by developing strong partnerships.
• Prioritize multiple internal chat conversations and lead dialogues for efficiency.
• Handle escalated calls and resolve client issues promptly.
• Demonstrate leadership and mentor peers.

Benefits

• Paid parental leave
• Employee stock purchase plan
• Health insurance
• Dental insurance
• Tuition reimbursement
• Vision insurance
• 401(k) matching
• Sabbatical after every 5 years of service

What This Job Offers

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