The Asset Transfer Services (ATS) Department handles incoming and outgoing transfer requests for Schwab clients. ATS has set aggressive goals to lead the industry by creating the best transfer experience for our clients, internal business partners and contra/broker firms.
You will ensure “best in class” service to help our clients “own their tomorrow” by:
Performing a variety of functions and services for our Schwab Advisor Services and Investor Services client groups. As the Team Lead in Asset Transfer Services, the primary responsibilities are to assist the Team Manager in supervising, coaching, and developing a team of representatives. The Team Lead will be involved with workflow distribution and supporting daily operations of the team. Additionally, an integral part of this role includes understanding and acting as a subject matter expert. You will be asked to switch gears throughout the day from processing client account transfer requests, to assist with meeting critical cut-off times or high-volume processing spikes. The processing aspect encompasses a detailed review of assets to transfer and coordination with both clients and other financial institutions to ensure a clean receipt/delivery of funds. Flexibility is a key aspect of this role, and the ideal candidate will need to be comfortable with direct client interaction as they receive inbound client service calls and network internally to research and resolve client operational issues. This is a summary only and duties/responsibilities may be changed to meet the business and our clients needs.
What you haveRequired Qualifications:
FINRA Series 7 RequiredExcellent interpersonal skills and the ability to communicate in a clear, well organized manner3+ years of experience in the financial services industry, in an operational or client service rolePreferred Qualifications:
Bachelor’s degree preferredExtreme attention to details and a conscientious approach Ability to work and learn in a high volume, fast paced, team-oriented environmentProficient technical skills, including knowledge of Windows, internet searching, database systems, and emailFlexible with regard to both schedule and role as both may change with little notice in response to business demandComfortable with direct client interaction with both internal and external clientsTakes initiative to perform day to day tasks with limited guidance or direct supervisionAbility to effectively share knowledge and demonstrate subject matter expertise with team membersAbility to effectively demonstrate leadership skillsEffective problem solving skills to resolve complex escalationsExperience in training and developing team members and comfortable with providing feedbackAbility to think strategically beyond day-to-day operations.Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?
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.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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