Specialist, Client Account Operations

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

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.

The 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

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

• At least one year of ATS experience.
  o Serve as a Subject Matter Expert (SME) on the team, assist with onboarding and training new team members, coordinate workflow with sister teams, and assist with ad-hoc projects as needed.
  o In depth knowledge of transfer types (ACAT, Non-ACAT, DRS, etc.) and reviewing assets for acceptability

Preferred Qualifications: 

• 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, assess risk, and make sound business judgement decisions 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.

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