Asset Transfer Associate

2 weeks ago

Orlando FL United States Charles Schwab Full time
Position Type: RegularYour opportunity

Charles Schwab’s CS&S OST Specialist is responsible for risk prevention, processing of money movements, and education of policies and procedures related to money movement and asset transfers. We focus on increasing productivity and gaining efficiencies in order to better position Schwab to compete in the marketplace and to reinvest in areas that matter most to our clients.  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. 

 

What you’re good at:

 

As an OST MMATS Hotline Associate, 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.
  • Responding to questions on a wide array of technical and operational subjects.
  • 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.
  • Communicating effectively and delivering work that is detailed and clear.
  • Working collaboratively and efficiently with others in a fast-paced 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.
  • Demonstrating leadership and the ability to be a role model and mentor your peers.
What you have
  • 1 year experience in client service or operations with brokerage/financial industry preferred.
  • Bachelor’s degree or equivalent work experience preferred.
  • Proactively educating clients and internal partners on our products and services.
  • 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. Demonstrating leadership and the ability to be a role model and mentor to your peers.
  • Strong interpersonal, verbal, and written communication skills.
  • Excellent operational and follow-up skills with the ability to manage complex work.
  • Demonstrated ability to be self-directed, and quickly develop a full understanding of our business.
  • Intermediate to advanced level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry.  
  • Positive attitude, team oriented, enthusiastic, professional, forward thinker and strong work ethic.

 

You demonstrate these behaviors: 

 

  • Results Orientation:(Disciplined and Delivers Results)- Focusing on the desired end result of one’s own or one’s units work; setting challenging goals, focusing effort on the goals, and meeting or exceeding them.
  • Customer Orientation: Demonstrates proactive behavior by anticipating clients’ needs and taking ownership as the point of contact, working towards a resolution in a timely manner in order to deliver a consistent, superior, client experience. Seeks out key individuals involved in a situation to learn their perspectives.
  • Flexibility: Demonstrates openness to new organizational structures, procedures, and technology. Looks for opportunities to provide the most critical support during high volume seasons.
  • Initiative: Identifying what needs to be done and doing it before being asked to or required by the situation.
  • Analytical Thinking: Approaching a problem by using a logical, systematic, sequential approach.
  • Fostering Teamwork: As a team member, the ability and desire to work cooperatively with others on a team; as a team leader, interest, skill, and success in getting groups to learn to work together cooperatively.
  • Communication: Expressing oneself clearly in conversations and interactions with others through written and oral communication.

 

In addition to the salary range, this role is eligible for bonus or incentive opportunities.


What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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

  • Asset Transfer Associate

    2 weeks ago

    Orlando, FL, United States Charles Schwab Full time

    Position Type: RegularYour opportunityCharles Schwab’s CS&S OST Specialist is responsible for risk prevention, processing of money movements, and education of policies and procedures related to money movement and asset transfers. We focus on increasing productivity and gaining efficiencies in order to better position Schwab to compete in the marketplace...

  • Asset Protection Associate

    2 weeks ago

    Orlando, Florida, United States Walmart Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented individual to join our Asset Protection team as a Customer Host. In this role, you will be responsible for greeting and assisting customers, preventing loss at store entrances, and ensuring a safe and secure shopping environment.Key ResponsibilitiesVerify purchases and assist with returned...

  • Asset Protection Specialist

    2 weeks ago

    Orlando, Florida, United States Walmart Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Asset Protection Associate to join our team at Walmart. As an Asset Protection Associate, you will play a critical role in maintaining the safety and security of our associates, customers, and merchandise.Key ResponsibilitiesInvestigate and resolve complex problems related to asset protection and...

  • International Tax Transfer Pricing Manager

    5 days ago

    , FL, United States Grant Thornton Full time

    Job Title: International Tax Transfer Pricing ManagerAs a key member of our team, you will be responsible for delivering a full range of tax and transfer pricing services to our clients across various industries and market segments. You will work closely with partners and managing directors to provide innovative tax planning, consulting, and compliance...

  • Transfer Specialist

    7 days ago

    , KS, United States SCI Shared Resources, LLC Full time

    Job Title: Transfer SpecialistAt SCI Shared Resources, LLC, we celebrate lives and our associates. We're seeking a skilled Transfer Specialist to join our team.Job SummaryThe Transfer Specialist is responsible for the safe and respectful transportation of deceased individuals. This role requires collaboration with other team members to ensure compliance with...

  • IT Asset Inventory Coordinator

    4 weeks ago

    Orlando, Florida, United States Leidos Full time

    About the RoleWe are seeking a skilled IT Asset Inventory Coordinator to manage the logistical aspects of IT asset records under the direction of the NEST SACM Manager. This role involves ensuring the accuracy and completeness of hardware/asset records, addressing tasks related to Service Level Agreements (SLA) associated with Service Asset and Configuration...

  • Real Estate Asset Manager

    5 days ago

    Orlando, Florida, United States TRINITY OFFERS Full time

    Job OverviewWe are seeking a seasoned Real Estate professional to lead our Disposition Process, overseeing all phases of asset disposition, including marketing, pricing, negotiations, and final transfer.As a key member of our team, you will develop and execute effective marketing strategies and pricing plans to attract and secure buyers, negotiate offers and...

  • Asset Protection Specialist

    4 weeks ago

    Orlando, Florida, United States Walmart Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Asset Protection Specialist to join our team at Sam's Club. As an Asset Protection Specialist, you will play a critical role in maintaining the safety and security of our facilities and surrounding areas.Key ResponsibilitiesMaintain a safe and secure environment by following all safety...

  • Equipment/Asset Stf, Property Asset Manager

    1 week ago

    Orlando, Florida, United States Lockheed Martin Corporation Full time

    Unlock Your Potential as a Property Asset ManagerJoin Lockheed Martin Corporation as a Property Asset Manager and embark on a challenging and rewarding career in asset management. As a key member of our team, you will be responsible for managing and maintaining our vast portfolio of assets, ensuring compliance with government regulations and industry...

  • Asset Protection Specialist

    4 weeks ago

    Orlando, Florida, United States Walmart Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Asset Protection Specialist to join our team at Sam's Club. As an Asset Protection Specialist, you will play a critical role in maintaining the safety and security of our facilities and surrounding areas.Key ResponsibilitiesMaintain a safe and secure environment by following all safety standards,...

  • Digital Asset Librarian Intern

    4 weeks ago

    Orlando, Florida, United States NBCUniversal Full time

    Job SummaryThe Digital Asset Librarian Intern will play a crucial role in managing the asset lifecycle and post-production process. This internship is ideal for students seeking hands-on experience in production, data management, and digital asset management.Key ResponsibilitiesAssist in managing the asset lifecycle from upload to sunset.Apply proper...

  • Asset Protection Specialist

    3 weeks ago

    Orlando, Florida, United States Walmart Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Asset Protection Specialist to join our team at Sam's Club. As an Asset Protection Specialist, you will play a critical role in maintaining the safety and security of our facilities and ensuring the integrity of our operations.Key ResponsibilitiesMaintain a safe and secure work environment by...

  • Operations Associate

    3 weeks ago

    Orlando, Florida, United States International Assets Advisory, LLC Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Operations Associate to join our team at International Assets Advisory, LLC. As an Operations Associate, you will play a critical role in supporting our Field Advisors with various client account inquiries, navigating our systems, and ensuring a smooth transition for all aspects of...

  • Director of Leasing

    2 weeks ago

    Orlando, United States NNN REIT, Inc. Full time

    SUMMARYThe Director of Leasing and Asset Management is responsible for overseeing the management of the Company’s real estate portfolio with regards to leasing and sale of vacant properties, lease renewals, and other modifications to existing assets through oversight of client, tenant and broker interface.ESSENTIAL DUTIES AND...

  • Director of Leasing

    2 weeks ago

    Orlando, United States NNN REIT, Inc. Full time

    SUMMARYThe Director of Leasing and Asset Management is responsible for overseeing the management of the Company’s real estate portfolio with regards to leasing and sale of vacant properties, lease renewals, and other modifications to existing assets through oversight of client, tenant and broker interface.ESSENTIAL DUTIES AND...

  • Director of Leasing

    2 weeks ago

    Orlando, United States NNN REIT, Inc. Full time

    SUMMARYThe Director of Leasing and Asset Management is responsible for overseeing the management of the Company’s real estate portfolio with regards to leasing and sale of vacant properties, lease renewals, and other modifications to existing assets through oversight of client, tenant and broker interface.ESSENTIAL DUTIES AND...

  • Director of Fleet Asset Management

    2 weeks ago

    Norwell, MA, United States Clean Harbors Full time

    Clean Harbors is looking for a Director of Fleet Asset Management to join our safety conscious team! The Director will provide leadership for the overall lifecycle management of the Company's key asset classes. Lifecycle management responsibilities include asset acquisition and justification, asset deployment, designing and adhering to preventative...

  • IT Asset Management Specialist

    4 days ago

    Miami, FL, USA, United States Norwegian Cruise Line Holdings Ltd. Full time

    Job Summary: As an IT Asset Management Analyst at Norwegian Cruise Line Holdings Ltd., you will be responsible for the execution of requisitions, receipt, distribution, and tracking of all hardware, software/licenses onboard the ships and in the shoreside offices. This includes hardware and software asset management across all Shoreside and Ship locations...

  • Director of Leasing and Asset Management

    2 weeks ago

    Orlando, Florida, United States NNN REIT, Inc. Full time

    Job Title: Director of LeasingNNN REIT, Inc. is seeking a highly skilled Director of Leasing to oversee the management of our real estate portfolio. The successful candidate will be responsible for leasing and sale of vacant properties, lease renewals, and other modifications to existing assets.Key Responsibilities:Identify re-leasing or disposition...

  • Disney Springs Asset Protection Specialist

    1 week ago

    Orlando, Florida, United States UNIQLO Full time

    UNIQLO Asset Protection SpecialistAs a key member of the UNIQLO team, you will play a vital role in maintaining a safe and secure shopping environment for our customers. Your primary responsibility will be to train store team members on loss prevention and safety policies, procedures, and standards.Key Responsibilities:Train store team members on loss...