Asset Transfer Operations Specialist

Charles Schwab Corporation; Omaha (NE); On-site; USD 45,000 - 65,000; Full time

Job summary

Charles Schwab Corporation is seeking an Operational Associate in our Asset Transfer Services (ATS) department in Omaha. You will handle inbound/outbound transfer requests, review assets, and communicate with clients and partners.

This is a client-facing role requiring phone activity and accuracy under tight deadlines. The position emphasizes collaboration with internal teams and external financial institutions, using multiple systems and MS Office.

Qualifications

• Strong customer service and communication skills.
• Proficient with MS Office and basic computer skills.
• Ability to work with multiple systems and meet deadlines.

Responsibilities

• Process transfer paperwork and review assets for transferability.
• Communicate with clients, business partners, and institutions.
• Maintain accuracy and meet critical cut-off times.

Skills

Customer service

Phone support

Data entry

Attention to detail

Tools

MS Office

Job description

Charles Schwab Corporation is seeking an Operational Associate in our Asset Transfer Services (ATS) department in Omaha. You will handle inbound/outbound transfer requests, review assets, and communicate with clients and partners.

This is a client-facing role requiring phone activity and accuracy under tight deadlines. The position emphasizes collaboration with internal teams and external financial institutions, using multiple systems and MS Office.