Omaha, Nebraska, USA
4 days ago
Associate, Operations - Wire Transfers
Your 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 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 have

Required:

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.


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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Apply Save job
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