Move Money Asset Transfer Specialist Job at Charles Schwab, El Paso, TX

cXpFUkloL3FqRzBwSXU0aGVrV2U3TG1SUmc9PQ==
  • Charles Schwab
  • El Paso, TX

Job Description

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.

Charles Schwab’s CS&S T2 Hotline Support Team - Move Money Asset Transfer 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.

As a Move Money Asset Transfer Specialist , 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

Required:
  • 2+ years’ experience in client service or operations with brokerage/financial industry preferred.
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.
  • 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: 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: 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:

Job Tags

Work experience placement,

Similar Jobs

Portrait Holdings

Easter Bunny Character - Northgate Mall Job at Portrait Holdings

VIP Holiday Photos is seeking an enthusiastic and friendly individual to join our team as the Easter bunny photo set character. In this role, you will have the unique opportunity to bring joy to children and families as they capture special moments with the Easter bunny...

Menards

Distribution Manager Trainee Job at Menards

 ...POSITION SUMMARY: As a Manager Trainee, you will work closely with Department Management to learn each departments functions and how each department helps the Distribution Centers success. COMPANY DESCRIPTION: Menards, based out of Eau Claire, WI is a privately... 

The UPS Store

The UPS Store Full-Time Center Associate Job at The UPS Store

 ...outstanding customer service to walk-in customers and telephone inquiries* Continuously practices good listening skills with customers, UPS Store team members, and leadership* Takes ownership of the customer's shipping needs and offers viable solutions* Takes action to... 

Tricentis Americas, Inc.

Social Media Intern - Summer 2025 Job at Tricentis Americas, Inc.

 ...We are looking for an aspiring Social Media professional to join our Tricentis Summer Internship Program in Austin, Texas as part of the Corporate Marketing team. In this role, youll be supporting the global organic social media and employee advocacy programs and work... 

Waste Management

Non-CDL Delivery Driver - 2204834 Job at Waste Management

 ...maintains a clean and safe vehicle. Performs pre- and post-trip inspections of assigned vehicle using utilizing standard DVIR (Driver Vehicle Inspection Report); notes all issues on DVIR form for corrective review/repair. Immediately reports any unsafe situations...