Asset Transfer Services Associate
Posted on: 30 May 2021
Lone Tree, CO
Job Description
The Asset Transfer Services (ATS) Department balances incoming and outgoing transfer requests for Schwab clients. ATS has set ambitious goals to lead the industry by crafting the best transfer experience for our clients, internal business partners and contra/broker firms.
What you are good at
The Operations Associates in this department perform a variety of functions and services for our Schwab Advisor Services and Investor Services client groups.
An integral part of this role includes processing client account transfer requests and internal/external client contact.
The processing aspect encompasses a detailed review of assets to transfer and coordination with both clients and other financial institutions to ensure the expedient receipt/delivery of assets.
This is a summary only and duties and responsibilities may be changed from time to time, or even over time.
What you have
The ideal candidate will possess validated transfer of account experience in the financial services industry, coupled with validated customer service skills and experience.
The ability to switch gears throughout the day to assist with meeting critical cut-off times or high volume processing spikes.
Flexibility is a key aspect of this opportunity and the ideal candidate will need to be equally comfortable with direct client interaction as they receive inbound client service calls and network internally to research and resolve client operational issues.
Proven ability to build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts at contra brokerage firms.
Quality, accuracy, and accountability are key attributes that will mark the finalists for this position.
Flexibility with regard to both schedule and role as both may change with little notice in response to business demand.
Experience using a dual monitor environment is preferred and computer skills are required.
Very detail oriented and meticulous.
Charles Schwab
San Francisco, CA
The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.
Our purpose is to champion every client's goals with passion and integrity. This purpose drives us to help our clients take ownership of their financial futures, helping people at all levels of income and every stage of life, because investing for the future is one of the most important things people can do for themselves and their families. We believe it is critical to the health of our communities and to our society.
-
IndustryBanking/Financial Services
-
No. of Employees19,169
-
Website
-
Jobs Posted1298
