Asset Transfer Specialist & Client Services SME

The Charles Schwab Corporation; Orlando (FL); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Bonus/incentive opportunities

Job summary

The Charles Schwab Corporation in Orlando is seeking an Asset Transfer Services Specialist to process transfer paperwork, review assets for acceptability, and communicate with clients and partners. This on-site role requires focused attention to accuracy, strong customer service, and cross-team collaboration to meet cut-off times.

The ATS team emphasizes the best transfer experience for clients and internal partners, with opportunities to participate in ad-hoc projects and gain exposure to

Qualifications

• At least one year of ATS experience.
• Knowledge of transfer types (ACAT, Non-ACAT, DRS) and asset review.
• Excellent customer service and communication skills.

Responsibilities

• Process transfer paperwork and review assets for transfer acceptability.
• Communicate with clients, business partners, and other financial institutions.
• Coordinate workflow with sister teams and assist with ad-hoc projects as needed.

Skills

Customer service

Written communication

Communication

Onboarding training

Tools

Microsoft Office

Job description

The Charles Schwab Corporation in Orlando is seeking an Asset Transfer Services Specialist to process transfer paperwork, review assets for acceptability, and communicate with clients and partners. This on-site role requires focused attention to accuracy, strong customer service, and cross-team collaboration to meet cut-off times.

The ATS team emphasizes the best transfer experience for clients and internal partners, with opportunities to participate in ad-hoc projects and gain exposure to