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 Associate, 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 managing 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.
* Assess and resolve client issues that relate to wires, deposits and transfers by helping clients Own their Tomorrow. You will assist clients in navigating through money movement solutions and services available at Schwab.
* Problem solving and conducting research/special requests through the use of internal processing systems, phone and emails.
* Identifying situations where escalation is warranted and the ability to take action quickly in a high-risk environment.
* Performing work that is detailed and communicated in a clear, effective manner.
* Work collaboratively and effectively with others in a fast-paced environment.

What you have

* 2+ years experience in client service or operations with brokerage/financial industry
* Experience with ACH and brokerage accounts
* Bachelors degree or equivalent work experience preferred.
* Passion for service and the desire to help people.
* Engaging communication and interpersonal skills.
* Ability to quickly learn new technology and utilize a variety of data and systems in order to proactively identify solutions to meet client needs.
* Self-driven and demonstrated ability to work in a high volume environment.
* Intermediate level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry.
* Intermediate technical skills, with the ability to use multiple applications simultaneously and efficiently, including Windows, internet research, database systems, and email.
* Due to nature of risk with responsibilities, attention to detail and accuracy are required.

You demonstrate these behaviors:

* Results Orientation:(Disciplined 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.









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

on your newsfeed



Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at hometoday and in the future. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal 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 the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

Application FAQs

Software Powered by iCIMS
www.icims.com