Asset Transfer Services Associate, Operations

Charles Schwab Corporation; Westlake (TX); On-site; USD 52,000 - 76,000; Full time

Job summary

Charles Schwab Corporation seeks an Operational Associate in Asset Transfer Services to support transfer processing and client communication. The role requires handling multiple transfer types and working on-site in Westlake, TX, with hands-on collaboration across teams.

The position emphasizes excellent customer service, accuracy, and the ability to manage high-volume workloads while using several systems and Microsoft Office tools.

Qualifications

• Customer service and communication skills to interact with clients and partners.
• Ability to maintain accuracy while processing transfer requests.
• Comfort with multiple systems and dual-monitor setup; basic computer skills required.

Responsibilities

• Process transfer paperwork for various transfer types (Incoming ACATs, DRS, Foreign, Outbound, Non-ACATs, Mutual Funds).
• Communicate directly with clients, business partners, and other financial institutions.
• Support strict cut-off times and high-volume processing with accuracy.

Skills

Customer service

Communication

Problem solving

Attention to detail

MS Office

Tools

Microsoft 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 from 2 to 4 hours per day. 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.
• Utilize analytical/critical thinking skills in order to problem solve.

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