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Asset Transfer Services Associate
2 months ago
As a key member of the Asset Transfer Services (ATS) team at Charles Schwab, you will play a vital role in ensuring seamless transfer experiences for our clients, internal business partners, and contra/brokerage firms.
Key Responsibilities- Process transfer paperwork with high accuracy and efficiency
- Review assets for acceptability to transfer, ensuring compliance with regulatory requirements
- Communicate effectively with clients, business partners, and other financial institutions to resolve transfer-related issues
- Work collaboratively with the team to meet critical cut-off times and high-volume processing spikes
- Flexibility to adapt to changing priorities and deadlines
- Excellent customer service skills, with the ability to build and sustain positive relationships
- Meticulous attention to detail, with a focus on accuracy and timeliness
- Basic computer skills, including proficiency in Microsoft Office products
- A competitive salary range of $37,600 - $42,000 per year
- Eligibility for bonus or incentive opportunities
- A comprehensive benefits package, including 401(k) with company match, paid time off, and tuition reimbursement
- A supportive and inclusive work environment, with opportunities for professional growth and development
