Charles Schwab · 3 days ago
Asset Transfer Services, Associate
US-FL-Orlando
Full-time
Onsite
New Grad, Entry Level
$24.04/hr - $27.31/hrCharles Schwab is a financial services company, and they are seeking an Asset Transfer Services Associate. The role involves processing transfer requests, providing customer service, and maintaining accuracy while managing multiple systems.
Financial Services
Responsibilities
The Operational Associates in ATS perform a variety of functions and services for our Schwab Advisor Services and Investor Services client groups
This includes but is not limited to processing transfer paperwork, reviewing assets for acceptability to transfer, communicating directly with clients, business partners, and other financial institutions
Be flexible to switch gears throughout the day to assist with meeting critical cut-off times or high-volume processing spikes
The ability to provide excellent customer service on inbound and outbound calls and via written communication, while also building and sustaining positive relationships with clients, internal business partners, and contra firms
Maintain a high degree of accuracy while meticulously processing each transfer request in a timely manner
Experience working with multiple systems in a dual monitor environment, and basic computer skills (including Microsoft Office products) are required
The desire and ability to work cooperatively & collaboratively with others on the team, in the department, and with leadership
Qualification
Required
Be flexible to switch gears throughout the day to assist with meeting critical cut-off times or high-volume processing spikes
The ability to provide excellent customer service on inbound and outbound calls and via written communication, while also building and sustaining positive relationships with clients, internal business partners, and contra firms
Maintain a high degree of accuracy while meticulously processing each transfer request in a timely manner
Experience working with multiple systems in a dual monitor environment, and basic computer skills (including Microsoft Office products) are required
The desire and ability to work cooperatively & collaboratively with others on the team, in the department, and with leadership
Benefits
Bonus or incentive opportunities
Company
Charles Schwab
We have plans for every turn you take.
Founded in 1973
10001+ employees
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
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