Asset Transfer Operations Associate — Hybrid & Client-Facing

Charles Schwab; Omaha (NE); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

401K match & ESPP

Vacation & volunteering time

Sabbatical after 5 years

Parental leave & family benefits

Tuition reimbursement

Job summary

Charles Schwab in Omaha, NE is seeking an Operational Associate in the Asset Transfer Services department. This client-facing role processes transfer paperwork, reviews assets for transfer eligibility, and communicates directly with clients and financial institutions to ensure a smooth transfer experience.

The position emphasizes on-site collaboration and meeting precise cut-off times. You will work with various transfer types including Incoming ACATs, DRS, Foreign, Outbound, Non-ACATs and

Job description

Charles Schwab in Omaha, NE is seeking an Operational Associate in the Asset Transfer Services department. This client-facing role processes transfer paperwork, reviews assets for transfer eligibility, and communicates directly with clients and financial institutions to ensure a smooth transfer experience.

The position emphasizes on-site collaboration and meeting precise cut-off times. You will work with various transfer types including Incoming ACATs, DRS, Foreign, Outbound, Non-ACATs and