Associate, Operations

Your opportunity

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

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.

What you’ll do:

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. This is a client-facing role that will include being on the phones from 2 to 4 hours per day. The types of transfers processed range from Incoming ACAT’s, DRS, Foreign, Outbound, Non-ACAT’s and/or Mutual Funds.

What you have

What you have:

• 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.

Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge

veterans, Armed Forces service medal veterans), or based on any individual's status in any group or class protected by applicable federal, state or local law.