Asset Transfer Services Associate Job Vacancy in Charles Schwab Lone Tree, CO 80124 – Latest Jobs in Lone Tree, CO 80124

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Company Name : Charles Schwab
Location : Lone Tree, CO 80124
Position : Asset Transfer Services Associate

Job Description : Your Opportunity

Remote Opportunities

About our Workplace Flexibility Program: We’re proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote.

Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference.*
When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.
Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.”

The Asset Transfer Services (ATS) Department balances incoming and outgoing transfer requests for Schwab clients. ATS has set ambitious goals to lead the industry by crafting the best transfer experience for our clients, internal business partners and contra/broker firms.

What you are good at

The Operations Associates in this department perform a variety of functions and services for our Schwab Advisor Services and Investor Services client groups.

An integral part of this role includes processing client account transfer requests and internal/external client contact.
The processing aspect encompasses a detailed review of assets to transfer and coordination with both clients and other financial institutions to ensure the expedient receipt/delivery of assets.
This is a summary only and duties and responsibilities may be changed from time to time, or even over time.

What you have

The ideal candidate will possess validated transfer of account experience in the financial services industry, coupled with validated customer service skills and experience.

The ability to switch gears throughout the day to assist with meeting critical cut-off times or high volume processing spikes.
Flexibility is a key aspect of this opportunity and the ideal candidate will need to be equally comfortable with direct client interaction as they receive inbound client service calls and network internally to research and resolve client operational issues.
Proven ability to build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts at contra brokerage firms.
Quality, accuracy, and accountability are key attributes that will mark the finalists for this position.
Flexibility with regard to both schedule and role as both may change with little notice in response to business demand.
Experience using a dual monitor environment is preferred and computer skills are required.
Very detail oriented and meticulous.

You’ll demonstrate these behaviors:

Encouraging Teamwork – Team Members: 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.
Flexibility: Openness to different and new ways of doing things; willingness to modify one’s preferred way of completing tasks.
Customer Orientation: Validated concern for satisfying one’s external and/or internal customers

Target Total Compensation – 45,100- 67,700

Your actual pay will be based on your skills and experience – talk with your recruiter to learn more.

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. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

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