Asset Management Specialist
1 week ago
Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Charles Schwab’s Move Money Hotline Operations 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 Hotline Operations 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.
Handling escalated calls when warranted and resolving client issues by taking appropriate action quickly in a high-risk environment. Bachelor’s degree or equivalent work experience preferred.
Supporting business initiatives by developing strong partnerships.
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
-
tempe, United States Prosum Full timeJob Overview: IT Asset Management SpecialistPrimary Purpose:Under direct supervision, this role supports the IT Asset Management (ITAM) team by overseeing and managing the operational tracking of hardware and software assets throughout the ITAM lifecycle.Key Responsibilities:Track hardware and software as they progress through lifecycle stages, including...
-
tempe, United States Prosum Full timeJob Overview: IT Asset Management SpecialistPrimary Purpose:Under direct supervision, this role supports the IT Asset Management (ITAM) team by overseeing and managing the operational tracking of hardware and software assets throughout the ITAM lifecycle.Key Responsibilities:Track hardware and software as they progress through lifecycle stages, including...
-
Asset Protection Specialist
5 days ago
Tempe, Arizona, United States Western Wealth Communities Full timeJob Summary:We are seeking a highly skilled and experienced Asset Protection Specialist to join our team at Western Wealth Communities. As an integral part of our maintenance team, you will play a crucial role in maintaining the integrity of our properties and ensuring a safe living environment for our residents.About the Role:As our Maintenance Supervisor,...
-
Asset Protection Specialist
1 week ago
Monmouth Junction, United States Home Depot Full timeHome Depot - JobID: 300EE1EC89F8430C953A7D8BA63CE597 [Loss Prevention / Security] As an Asset Protection Specialist at Home Depot, you'll: Prevent financial loss caused by theft and fraud; Support safety and environmental program compliance in your assigned store/multiple stores; Identify incidents of theft and fraud, review CCTV and exception reports,...
-
Asset Protection Specialist
1 week ago
Grand Junction, United States Home Depot Full timeHome Depot - JobID: 2A9D6821DDF741D9B64F992CA750CB3A [Loss Prevention / Security] As an Asset Protection Specialist at Home Depot, you'll: Prevent financial loss caused by theft and fraud; Support safety and environmental program compliance in your assigned store/multiple stores; Identify incidents of theft and fraud, review CCTV and exception reports,...
-
Asset Protection Specialist
2 months ago
Monmouth Junction, United States Home Depot Full timeHome Depot - JobID: 300EE1EC89F8430C953A7D8BA63CE597 [Loss Prevention / Security] As an Asset Protection Specialist at Home Depot, you'll: Prevent financial loss caused by theft and fraud; Support safety and environmental program compliance in your assigned store/multiple stores; Identify incidents of theft and fraud, review CCTV and exception reports,...
-
Asset Protection Specialist
1 month ago
Grand Junction, United States Home Depot Full timeHome Depot - JobID: 2A9D6821DDF741D9B64F992CA750CB3A [Loss Prevention / Security] As an Asset Protection Specialist at Home Depot, you'll: Prevent financial loss caused by theft and fraud; Support safety and environmental program compliance in your assigned store/multiple stores; Identify incidents of theft and fraud, review CCTV and exception reports,...
-
Tempe, Arizona, United States EST Companies Full timeJob OverviewThis role is an excellent opportunity to join a dynamic family business in Tempe, Arizona, as a Fleet and Facilities Management Specialist. If you have a solid understanding of fleet management and multi-facility maintenance, we encourage you to apply.
-
Financial Transaction Specialist
1 week ago
Tempe, Arizona, United States Global Channel Management Full timeAbout Global Channel ManagementGlobal Channel Management is a dynamic organization dedicated to delivering exceptional services. Our team is committed to excellence, and we are seeking a highly skilled Financial Transaction Specialist to join our ranks.
-
Specialist, Move Money Hotline Operations
1 week ago
Tempe Junction, United States Charles Schwab Full timePosition Type: RegularYour 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. Charles Schwab’s Move Money Hotline Operations Specialist is responsible for risk prevention, processing...
-
Customer Support Specialist
7 days ago
Tempe, Arizona, United States Aerotek Full timeAbout the RoleAerotek is seeking a highly skilled Customer Support Specialist - Business Operations to join our team in Tempe, AZ.This is an exciting opportunity to provide exceptional customer service and support to our customers, including candidates, contract employees, clients, and internal partners. As a key member of our team, you will be responsible...
-
Senior Construction Documentation Specialist
7 days ago
Tempe, Arizona, United States Techstaff Full timeUnlock Your Potential as a Senior Construction Documentation SpecialistWe are seeking an experienced Project Architect to lead our construction documentation team. As a Senior Construction Documentation Specialist, you will be responsible for providing leadership in coordinating the execution of design intent into construction documentation, specifications,...
-
Clinical Support Specialist
1 week ago
Tempe Junction, Arizona, United States beBee Professionals Full time $30,000 - $45,000At beBee Professionals, we are a leading healthcare provider seeking a skilled Clinical Support Specialist to join our team in Tempe Junction. This role offers an exciting opportunity to provide essential support in various healthcare settings by assisting with patient care and administrative tasks.Key Responsibilities:Taking patient histories and preparing...
-
Project Management Specialist
7 days ago
Tempe, Arizona, United States OLYMPIC WEST FIRE PROTECTION, LLC Full timeProject Management SpecialistWe are seeking an experienced Project Management Specialist to lead our construction projects from inception to completion.Olympic West Fire Protection, LLC is a leading provider of fire protection services in the industry. As a Project Management Specialist, you will be responsible for managing multiple projects simultaneously,...
-
Residential Maintenance Specialist
3 weeks ago
Tempe, Arizona, United States Property Management Company Full timeJob SummaryWe are seeking an experienced Residential Maintenance Specialist to join our Property Management Company in Tempe. The ideal candidate will have a strong background in maintenance and repair, with a focus on providing excellent service to our residents.About the RolePerform routine maintenance tasks such as grounds upkeep, plumbing repairs, and...
-
Site Management Specialist
3 days ago
Tempe, Arizona, United States Installed Building Products, Inc. Full timeJob SummaryWe are seeking a highly organized and experienced Site Management Specialist to join our team at Installed Building Products, Inc.About the RoleThe Site Management Specialist will be responsible for scheduling material deliveries on-site when possible, as well as ordering materials as needed to coincide with monthly billings. Additionally, they...
-
Cybersecurity Threat Intelligence Specialist
7 days ago
Tempe, Arizona, United States TEKsystems Full timeTEKsystems is seeking a highly skilled Cybersecurity Threat Intelligence Specialist to join our team. This exciting opportunity allows you to leverage your expertise in Windows desktop security environments and drive threat & malware mitigations as part of our Global Information Security Team.About the RoleThis fully remote position will have you working...
-
Loan Documentation Specialist
3 weeks ago
Tempe, United States U.S. Bancorp Full timeAre you detail oriented, agile and big on communication? Come join this collaborative team within our Collateral Management Administration as a Loan Documentation Specialist! As a Loan Documentation Specialist, you will coordinate the preparation of Management, Specialist, Collateral, Processing, Banking
-
Staffing Specialist
4 weeks ago
tempe, United States Tradesmen International Full timeThe Staffing Specialist (internally titled Project Coordinator) is part of a centrally managed team responsible for effectively and consistently filling client orders with qualified, safety-minded Tradesmen Field Employees (FE’s) across the Tradesmen National footprint with a market specific focus. The Staffing Specialists are a company asset, filling...
-
Enrollment Specialist
4 weeks ago
Tempe, United States Health Information Management Systems Full timeAs an Enrollment Specialist at HiMS, you will be responsible for serving as initial point of contact for community members inquiring about health services and making appropriate referrals to internal and/or external resources. You'll also be responsible for timely enrollments and facilitation of initial screening of members per customer contracts. Essential...