Money Movement Hotline Specialist

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

Job summary

Charles Schwab is seeking a Bank Operations Move Money Solutions Hotline Specialist in Orlando to deliver best-in-class service to internal and external clients.

You will handle inbound and outbound calls about funds movement, assess risk, and provide innovative solutions while escalating when needed. A 2+ year background in client service or operations in brokerage or financial services is preferred; a Bachelor’s degree is valued.

Qualifications

• 2+ years of experience in client service or operations within the brokerage or financial industry preferred.
• Strong interpersonal, verbal, and written communication skills.
• Intermediate to advanced knowledge of regulatory, audit, and compliance policies related to the securities industry.

Responsibilities

• Effectively managing and evaluating risk when reviewing client account money movement requests.
• Responding to questions on a wide array of technical and operational subjects.
• Actively listening, assessing client needs, researching information, and providing clients with innovative solutions.
• Solving problems and conducting research and special requests through the use of email, telephone, and our internal inquiry system.
• Identifying situations where escalation is warranted and taking the necessary action quickly in a high-risk environment.
• Communicating effectively and delivering work that is detailed and clear.
• Working collaboratively and efficiently with others in a fast-paced environment.
• Proactively educating clients and internal partners on our products and services.
• Supporting business initiatives by developing strong partnerships.
• Handling escalated calls when warranted and resolving client issues by taking appropriate action quickly in a high-risk environment.
• Demonstrating leadership and the ability to be a role model and mentor your peers.

Skills

Client service experience

Strong communication skills

Risk awareness

Education

Bachelor's degree or equivalent

Job description

Charles Schwab is seeking a Bank Operations Move Money Solutions Hotline Specialist in Orlando to deliver best-in-class service to internal and external clients.

You will handle inbound and outbound calls about funds movement, assess risk, and provide innovative solutions while escalating when needed. A 2+ year background in client service or operations in brokerage or financial services is preferred; a Bachelor’s degree is valued.