Sr Specialist, Client Account Operations

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

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 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

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

Preferred Qualifications: 

• 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 also eligible for bonus or incentive opportunities