Asset Transfer Services Associate, Operations

Charles Schwab Corporation; Orlando (FL); On-site; USD 42,000 - 65,000; Full time

Job summary

Charles Schwab Corporation in Orlando, FL is seeking an Operational Associate for the Asset Transfer Services (ATS) team. This on-site role focuses on processing transfer paperwork, reviewing assets for transfer eligibility, and communicating with clients, business partners, and other financial institutions.

You will handle a variety of transfers (ACATs, DRS, foreign, outbound, non-ACATs, and mutual funds), deliver high-touch client service on calls and in writing, and work across systems in a

Qualifications

• In-depth focus on delivering excellent client service on calls and in writing.
• Ability to switch gears to meet critical cut-off times and high-volume processing.
• Accurate processing of transfer requests and documents.
• Experience with multiple systems in a dual-monitor environment and basic computer skills.
• Comfortable working collaboratively with teammates and leadership.

Responsibilities

• Process transfer paperwork and review assets for transfer eligibility.
• Communicate with clients, business partners, and other financial institutions.
• Handle inbound and outbound calls and written communications with professionalism.
• Maintain high accuracy while processing each transfer in a timely manner.
• Support various transfer types including ACATs, DRS, Foreign, Outbound, Non-ACATs, and Mutual Funds.

Skills

Customer service

Communication

Attention to detail

Multitasking

Team collaboration

Microsoft Office

Tools

MS Office

Job description

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

The Asset Transfer Services (ATS) Department balances incoming and outgoing transfer requests for Schwab clients. ATS strives to lead the industry by crafting the best transfer experience for our clients, internal business partners, and contra/brokerage firms.

What you’ll do:

The Operational Associates in ATS perform a variety of functions and services for our Schwab Advisor Services and Investor Services client groups. This includes but is not limited to processing transfer paperwork, reviewing assets for acceptability to transfer, communicating directly with clients, business partners, and other financial institutions. This is a client-facing role that will include being on the phones.The types of transfers processed range from Incoming ACAT’s, DRS, Foreign, Outbound, Non-ACAT’s and/or Mutual Funds.

What you have

• Be flexible to switch gears throughout the day to assist with meeting critical cut-off times or high-volume processing spikes.
• The ability to provide excellent customer service on inbound and outbound calls and via written communication, while also building and sustaining positive relationships with clients, internal business partners, and contra firms.
• Maintain a high degree of accuracy while meticulously processing each transfer request in a timely manner.
• Experience working with multiple systems in a dual monitor environment, and basic computer skills (including Microsoft Office products) are required.
• The desire and ability to work cooperatively & collaboratively with others on the team, in the department, and with leadership.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.