Asset Transfer Associate - Operations

Your 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 are good at

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.

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.

What you’ll get:

• Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
• Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
• Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
• Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
• Workplace Flexibility Program: Most Schwabbies have the opportunity to voluntarily work in the office or at home. Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.
• Not just a job, but a career, with an opportunity to do the best work of your life