Job Description

Your Opportunity
Charles Schwabs Move Money Solutions is responsible for risk prevention, processing of money movements, and education of policies and procedures related to money movement. We focus on maximizing operating leverage by integrating functions, 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.

What you are good at

As a Move Money Solutions Hotline Senior Specialist, you will promote client loyalty by providing the highest quality support to our internal and external customers via inbound and outbound phone calls 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 handling and evaluating risk when reviewing client account money movement requests including but not limited to check requests, check deposits, and domestic and international currency 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.
* Enthusiastically educating clients and internal partners on our products and services.
* Supporting business initiatives by developing strong partnerships.
* 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.
* Work cooperatively with others to produce innovative solutions.
* Demonstrate leadership and ability to be a role model and mentor to your peers.
* Foster teamwork in a diverse work environment.

What you have

* Bachelors degree in finance, economic, or business administration or equivalent work experience preferred.
* 3+ years experience in client service or operations with brokerage/financial industry preferred.
* Series 7 & 63 required.
* Actively educating clients and internal partners on our products and services.
* Supporting business initiatives by developing strong partnerships.
* 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 to your peers.
* Strong interpersonal, verbal, and written communication skills.
* Excellent operational and follow-up skills with the ability to handle complex work.
* Proven ability to be self-directed, and quickly develop a full understanding of our business.
* Advanced level of knowledge regarding regulatory, audit and compliance policies surrounding the securities industry.
* Positive attitude, team oriented, enthusiastic, professional, forward thinker and strong work ethic.
* Results Orientation: (Focused and Delivers Results)- Focusing on the desired end result of ones own or ones 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: Provides assistance, information, or support to others, in an effort to build or maintain relationships with them. Actively engage during team turbos and team meetings. Provides contributions to the team by sharing standard methodologies with others, and gives honest and constructive feedback to other team members.
* Influencing Others: The ability to gain others support for ideas, proposals, projects, and solutions.









Sorry the function is not working properly at this moment. Please refresh the page and try again later.

on your newsfeed



Why Schwab?

At Schwab, Own Your Tomorrow embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. Were a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.

Hear from employees: Whats it like to work at Schwab!

The benefits of working at Schwab: a package designed to empower your health, wealth, career and life.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

The posted salary range describes the minimum to maximum range for this job description in the state of Colorado. The salary range is posted in accordance with the Colorado Equal Pay for Equal Work Act. The salary range for this same position may be lower or higher in markets outside of Colorado.

As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)

Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.
We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.

Application FAQs

Software Powered by iCIMS
www.icims.com