Specialist, Client Account Operations

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

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).

The Asset Transfer Services (ATS) Department balances incoming and outgoing transfer requests for Schwab clients. ATS strives to lead the industry by crafting the best transfer experience for our clients, internal business partners, and contra/brokerage firms.

The Specialist in ATS performs a variety of functions and services for our Schwab Advisor Services and Investor Services client groups. This includes but is not limited to processing transfer paperwork, reviewing assets for acceptability to transfer, communicating directly with clients, business partners, and other financial institutions.

What you have

To ensure that we fulfill our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.

Required Qualifications:

• At least one year of ATS experience.
  
  • Serve as a Subject Matter Expert (SME) on the team, assist with onboarding and training new team members, coordinate workflow with sister teams, and assist with ad-hoc projects as needed.
  • In depth knowledge of transfer types (ACAT, Non-ACAT, DRS, etc.) and reviewing assets for acceptability

Preferred Qualifications:

• Be flexible to switch gears throughout the day to assist with meeting critical cut-off times or high-volume processing spikes.
• The ability to provide excellent customer service on inbound and outbound calls and via written communication, while also building and sustaining positive relationships with clients, internal business partners, and contra firms.
• Maintain a high degree of accuracy, assess risk, and make sound business judgement decisions while meticulously processing each transfer request in a timely manner.
• Experience working with multiple systems in a dual monitor environment, and basic computer skills (including Microsoft Office products) 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