Senior Specialist, Asset Transfer Services

Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us " challenge the status quo " and transform the finance industry together.

The Asset Transfer Services (ATS) Department balances incoming and outgoing transfer requests for Schwab clients. ATS strives to lead the industry by crafting the best transfer experience for our clients, internal business partners, and contra/brokerage firms.

In this role you will:

The Senior Specialist in ATS performs 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.

What you have

 Required Qualifications: 

• 2+ years of Incoming or Outgoing ATS experience and in-depth knowledge of Outgoing Charitable Gift Transfers.
• 1+ years of serving as a Subject Matter Expert (SME), training new team members, and coordinating workflows with teams across the department.
• Be flexible to switch gears throughout the day to assist with meeting critical cut-off times or high-volume processing spikes.
• Serve as an advisor/mentor for all associates in the department to assist with complex issues, escalations, and understanding of the day’s priorities.
• Act as a peer leader in supporting the department and company’s vision and support the manager in leading through changes in the environment and corporate climate.
• 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, assess risk and make sound business judgement decisions while meticulously processing each transfer request in a timely manner.
• Serve as an advisor/mentor for all associates in the department to assist with complex issues, escalations, and understanding of the day’s priorities.
• Act as a peer leader in supporting the department and company’s vision and support the manager in leading through changes in the environment and corporate climate.

In addition to the salary range, this role is eligible for bonus or incentive opportunities.