Specialist Financial Services Research

3 weeks ago

Orlando FL, United States Charles Schwab Full time

Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
 
Charles Schwab’s Move Money & ATS Hotline Specialist is responsible for risk prevention, processing of money movements, and education of policies and procedures related to money movement and asset transfers. 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 & ATS Hotline Specialist , you will promote client loyalty by providing the highest quality support to our internal and external customers via inbound/outbound phone calls and internal chat support, 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, ACAT transfers, and domestic and international wires.
Actively listening, assessing client needs, researching information, and providing clients with innovative solutions.
Problem solving and conducting research/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.
Proactively educating clients and internal partners on our products and services.
Supporting business initiatives by developing strong partnerships.
Prioritize multiple internal chat conversations simultaneously and actively lead chat dialogues for efficiency and effectiveness.
Handling escalated calls when warranted and resolving client issues by taking appropriate action quickly in a high-risk environment.
2+ years’ experience in client service or operations with brokerage/financial industry preferred.
~ Bachelor’s degree or equivalent work experience preferred.
~ 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. Intermediate to advanced level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry.
~ Results Orientation : (Disciplined and Delivers Results)- Focusing on the desired end result of one’s own or one’s units work; Demonstrates openness to new organizational structures, procedures, and technology. 401(k) with company match and Employee stock purchase plan
~ Paid parental leave and family building benefits
~ Tuition reimbursement
~ Health, dental, and vision insurance

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