Job Description

Your Opportunity

Remote Opportunities

Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote.

Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference, through the remainder of 2021.*
When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
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.

*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.

Charles Schwab’s 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 preferred.
Bachelor’s 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 one’s own or one’s 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.