Asset Transfer Services Associate, Operations

About the role

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.

Responsibilities

• Processing transfer paperwork
• Reviewing assets for acceptability to transfer
• Communicating directly with clients, business partners, and other financial institutions
• Being on the phones from 2 to 4 hours per day (client-facing role)