Move Money Solutions, Specialist

Your OpportunityThe Move Money Solutions division within Operational Services is responsible for moving assets into, out of, and between Schwab accounts. We provide service to both retail investors and independent advisors.What you are good atAs a Move Money Solutions Specialist on the Enterprise Research Engine team you will work on a multi-facet team that provides client servicing and processing of time sensitive high risk client transactions. In this role, you will be in constant contact with our internal and external clients to facilitate their cashiering needs as well as provide an exceptional client experience. Move Money Solutions is a fast-paced, high volume, and deadline driven environment.Key responsibilities may include:Receive inbound calls and make outbound calls to both retail investors and independent advisors

Processing incoming and outgoing wires and electronic fund transfers

Provide outstanding client service through direct client interactions

Effectively manage and evaluate risk when reviewing client accounts and provide support related to outgoing wires

Recognize risks and take action steps to mitigate firm exposure to fraud

Actively listen, assess client needs, research information, and provide clients with innovative solutions.

Effectively managing and evaluating risk when reviewing client fund disbursements including but not limited to wire transfers, check requests, check deposits, and international currency wires.

Work collaboratively and effectively with others in a fast-paced environment.

What you have2+ years of experience in an operations or client service role

Bachelor’s degree preferred

Series 7 and 63 licenses preferred

Ability to analyze a variety of issues/problems (ranging from simple to complex), with strong attention to detail.

Excellent interpersonal skills, including proven listening skills and the ability to communicate (verbal and written) in a clear, well organized manner.

Flexible with regard to both schedule and role as both may change with little notice in response to business demand

Comfortable with direct client interaction with both internal and external clients

Take initiative to perform day to day tasks with limited guidance or direct supervision

Ability to effectively share knowledge and demonstrate subject matter expertise with team members

Apply for this jobRefer a friendWhy 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. We’re 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:: 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.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.Job Locations US-TX-El PasoRequisition ID 2021-67071Posted Date 8 hours ago (1/12/2021 3:16 PM)Category OperationsPosition Type Full time