Asset Transfer Specialist – Onsite, Bonus Eligible

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

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.