Associate, Banking Operations

Charles Schwab; Westlake (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and volunteering time

Sabbatical after years of service

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Westlake, TX is seeking a Move Money Solutions Associate to provide top-tier service to clients via inbound and outbound calls about money movements. You will be a primary contact for branch partners and clients, guiding them through wires, deposits, and transfers with accuracy and care.

The role emphasizes risk awareness, collaboration, and the ability to thrive in a high-volume environment. A bachelor’s degree or equivalent and 2+ years in financial services are preferred.

Qualifications

• 2+ years’ experience in client service or operations with brokerage/financial industry preferred.
• Bachelor’s degree or equivalent work experience preferred.
• Passion for service and the desire to help people.
• Engaging communication and interpersonal skills.
• Ability to quickly learn new technology and utilize data and systems to identify solutions.
• Self-driven and capable in a high volume environment.
• Knowledge of regulatory, audit and compliance policies in securities.
• Proficient with Windows, internet research, databases and email.

Responsibilities

• Effectively managing risk when processing money movement requests including checks and wires.
• Assist clients in navigating money movement solutions and services.
• Problem solving via internal systems, phone and email.
• Escalate when warranted and act quickly in high-risk situations.
• Communicate clearly and work collaboratively in a fast-paced environment.

Skills

Customer service

Risk awareness

Problem solving

Communication skills

Attention to detail

High-volume work

Team collaboration

Education

Bachelor's degree or equivalent

Tools

Windows

Internet research

Database systems

Email

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).

Charles Schwab’s Move Money Solutions is responsible for risk prevention, processing of money movements, and education of policies and procedures related to money movement. We focus on maximizing operating leverage by integrating functions, increasing productivity and gaining efficiencies in order to better position Schwab to compete in the marketplace and to reinvest in areas that matter most to our clients. As an elite team of experts, we are committed to delivering efficient solutions that maximize trust while minimizing risk by owning every client interaction through clients’ eyes.

As a Move Money Solutions Associate, you will promote client loyalty by providing the highest quality support to our internal and external customers via inbound and outbound phone calls relating to the movement of funds. You will be a primary contact for our branch partners and clients, internal partners and external clients, and provide “best in class” service by:

• Effectively managing and evaluating risk when reviewing client account money movement requests including but not limited to check requests, check deposits, and domestic and international currency wires.
• Assess and resolve client issues that relate to wires, deposits and transfers by helping clients “Own their Tomorrow”. You will assist clients in navigating through money movement solutions and services available at Schwab.
• Problem solving and conducting research/special requests through the use of internal processing systems, phone and emails.
• Identifying situations where escalation is warranted and the ability to take action quickly in a high-risk environment.
• Performing work that is detailed and communicated in a clear, effective manner.
• Work collaboratively and effectively with others in a fast-paced environment

What you have

• 2+ years’ experience in client service or operations with brokerage/financial industry preferred.
• Bachelor’s degree or equivalent work experience preferred.
• Passion for service and the desire to help people.
• Engaging communication and interpersonal skills.
• Ability to quickly learn new technology and utilize a variety of data and systems in order to proactively identify solutions to meet client needs.
• Self-driven and demonstrated ability to work in a high volume environment.
• Intermediate level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry.
• Intermediate technical skills, with the ability to use multiple applications simultaneously and efficiently, including Windows, internet research, database systems, and email.
• Due to nature of risk with responsibilities, attention to detail and accuracy are required.

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

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance