Asset Transfer Associate
Company: Charles Schwab
Location: Orlando
Posted on: October 9, 2024
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Job Description:
Position Type: Regular Your opportunity Charles Schwab---s
CS&S OST 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. What you---re good at: As an
OST MMATS Hotline Associate , 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. You will be a primary
contact for our branch partners and clients, internal partners and
external clients, and provide ---best in class--- service by:
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 . What you have 1 year
experience in client service or operations with brokerage/financial
industry preferred. 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. 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. 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. You
demonstrate these behaviors: Results Orientation : (Disciplined and
Delivers Results)- Focusing on the desired end result of one---s
own or one---s units work; setting challenging goals, focusing
effort on the goals, and meeting or exceeding them. Customer
Orientation : Demonstrates proactive behavior by anticipating
clients--- needs and taking ownership as the point of contact,
working towards a resolution in a timely manner in order to deliver
a consistent, superior, client experience. Seeks out key
individuals involved in a situation to learn their perspectives.
Flexibility: Demonstrates openness to new organizational
structures, procedures, and technology. Looks for opportunities to
provide the most critical support during high volume seasons.
Initiative: Identifying what needs to be done and doing it before
being asked to or required by the situation. Analytical Thinking:
Approaching a problem by using a logical, systematic, sequential
approach. Fostering Teamwork: As a team member, the ability and
desire to work cooperatively with others on a team; as a team
leader, interest, skill, and success in getting groups to learn to
work together cooperatively. Communication: Expressing oneself
clearly in conversations and interactions with others through
written and oral communication. In addition to the salary range,
this role is eligible for bonus or incentive opportunities.
What---s in it for you At Schwab, we---re committed to empowering
our employees--- personal and professional success. Our
purpose-driven, supportive culture, and focus on your development
means you---ll get the tools you need to make a positive difference
in the finance industry. Our Hybrid Work and Flexibility approach
balances our ongoing commitment to workplace flexibility, serving
our clients, and our strong belief in the value of being together
in person on a regular basis. We offer a competitive benefits
package that takes care of the whole you --- both today and in the
future: 401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after
every 5 years of service for eligible positions Paid parental leave
and family building benefits Tuition reimbursement Health, dental,
and vision insurance
Keywords: Charles Schwab, Deltona , Asset Transfer Associate, Other , Orlando, Florida
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