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 Solutions is responsible for risk prevention, processing of money movements, and education of policies and procedures related to money movement. As an elite team of experts, we are committed to delivering efficient solutions that enhance trust while minimizing risk by owning every client interaction through clients’ eyes.
As a Bank Operations Wires Support Associate, you will promote client loyalty by providing the highest quality support to our internal and external customers via inbound and outbound phone calls relating to the movement of funds.
You will be on a team that works directly with our branch partners and clients, internal partners, and external clients, and provide “best in class” service by:
Effectively handling and evaluating risk when reviewing client account money movement requests including but not limited to domestic and international currency wires.Assess and resolve client issues that relate to wires, deposits, and transfers. You will assist clients in navigating through money movement solutions and services available at Schwab.Problem solving and conducting research/special requests by internal processing systems, phone, and emails.Identifying situations where escalation is warranted and the ability to act quickly in a high-risk environment.Performing work that is detailed and communicated in a clear, effective manner.Work collaboratively and effectively with others in a fast-paced environment. What you haveRequired:
2+ years’ experience in client service or operationsIntermediate technical skills, with the ability to use multiple applications and systems simultaneously and efficiently, including Windows, internet research, database systems, and email.Engaging communication and interpersonal skills.Due to nature of risk with responsibilities, attention to detail and accuracy are required.Preferred:
Experience in with brokerage/financial industry preferred.Bachelor’s degree or equivalent work experience preferred.Passion for service and the desire to help people.Basic level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry.Intermediate level of experience with MS Excel.In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
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