On-Site Asset Transfer Services Associate - Client-Facing

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

Job summary

Charles Schwab Corporation in Orlando, FL is seeking an Operational Associate for the Asset Transfer Services (ATS) team. This on-site role focuses on processing transfer paperwork, reviewing assets for transfer eligibility, and communicating with clients, business partners, and other financial institutions.

You will handle a variety of transfers (ACATs, DRS, foreign, outbound, non-ACATs, and mutual funds), deliver high-touch client service on calls and in writing, and work across systems in a

Qualifications

• In-depth focus on delivering excellent client service on calls and in writing.
• Ability to switch gears to meet critical cut-off times and high-volume processing.
• Accurate processing of transfer requests and documents.
• Experience with multiple systems in a dual-monitor environment and basic computer skills.
• Comfortable working collaboratively with teammates and leadership.

Responsibilities

• Process transfer paperwork and review assets for transfer eligibility.
• Communicate with clients, business partners, and other financial institutions.
• Handle inbound and outbound calls and written communications with professionalism.
• Maintain high accuracy while processing each transfer in a timely manner.
• Support various transfer types including ACATs, DRS, Foreign, Outbound, Non-ACATs, and Mutual Funds.

Skills

Customer service

Communication

Attention to detail

Multitasking

Team collaboration

Microsoft Office

Tools

MS Office

Job description

Charles Schwab Corporation in Orlando, FL is seeking an Operational Associate for the Asset Transfer Services (ATS) team. This on-site role focuses on processing transfer paperwork, reviewing assets for transfer eligibility, and communicating with clients, business partners, and other financial institutions.

You will handle a variety of transfers (ACATs, DRS, foreign, outbound, non-ACATs, and mutual funds), deliver high-touch client service on calls and in writing, and work across systems in a