Job Description

Your Opportunity

Remote Opportunities

Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote.

Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference, through the remainder of 2021.*
When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.

*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.

The Asset Transfer Services (ATS) Department handles incoming and outgoing transfer requests for Schwab clients. ATS has set aggressive goals to lead the industry by creating the best asset transfer experience for our clients, internal business partners and contra/broker firms.

What you are good at

As a member of our ATS Hotline team you will be responsible for taking calls to provide high level support of our clients and business partners, performing account maintenance, some operational processing, and high quality data entry.

Review and process client requests for account transfers - interpret and apply judgment to the various requests received
Be extremely detail oriented and conscientious
Utilize a passion for client service, positive energy, and problem solving skills to assist Schwab clients in the transfer process.
Receive inbound calls from our clients and make some outbound calls as a result of operational paperwork follow-up.
Listen to client cues and review transfer forms to engage in a dialogue to identify additional needs and present effective help and guidance solutions
Demonstrate flexibility and work collaboratively with other team members to deliver high quality service and meet internal and external client expectations
Establish and develop business partnerships cross enterprises.
Manage multiple tasks effectively by balancing high productivity with excellent service quality
Actively participate in team/department meetings providing relevant information/feedback on any department issues/concerns/trends.
This is a summary only and duties and responsibilities may be changed from time to time, or even over time.
Those hired into this position may also help in other processing areas with functions requiring comparable qualifications

Compensation: Employees on our ATS teams are paid a salary commensurate experience and skills and receive additional compensation for overtime hours. In addition, employees have the ability to earn an annual bonus based on high performance, adherence to quality standards and profitable company growth.

What you have

2+ years of college study in finance, economics, business administration, or related area preferred
2+ years of work experience, preferably in financial services, operations, or client support
Ability to prioritize routine multiple tasks effectively within well-defined guidelines and time constraints in a fast-paced environment
Solid analytical skills and ability to multi-task to perform multiple complex tasks with a superior level of attention to detail.
Intermediate to Advanced technical skills with the ability to utilize at least 5 different applications at any one time, including Windows, internet researching, database systems, and email
Excellent PC skills and typing speed of at least 30 wpm.
Excellent communication skills (English) both verbal and written
Passion for working in a team environment - contributing toward departmental and team goals and objectives.
Enjoy working in a structured environment during specified hours as determined by business need.