Asset Protection Associate Job at Charles Schwab, Lone Tree, CO 80124

OWM1VUNoOERLMktGN2JwaUNUZWllUT09

Job Description

Your Opportunity


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

What you are good at


The Operational Associates in ATS perform a variety of functions and services for our Schwab Advisor Services and Investor Services client groups. This includes but is not limited to processing transfer paperwork, reviewing assets for acceptability to transfer, communicating directly with clients, business partners, and other financial institutions.

What you have


  • Be flexible to switch gears throughout the day to assist with meeting critical cut-off times or high-volume processing spikes.
  • The ability to provide excellent customer service on inbound and outbound calls and via written communication, while also building and sustaining positive relationships with clients, internal business partners, and contra firms.
  • Maintain a high degree of accuracy while meticulously processing each transfer request in a timely manner.
  • Experience working with multiple systems in a dual monitor environment, and basic computer skills (including Microsoft Office products) are required.
  • The desire and ability to work cooperatively & collaboratively with others on the team, in the department, and with leadership.

Similar Jobs

Summer Institute for the Gifted (SIG)

Program Assistant Job at Summer Institute for the Gifted (SIG)

This role of the Program Assistant for the Summer Institute for the Gifted is to provide academic support to the students in the classrooms, and supervise,

Lumen

Lead Data Architect Job at Lumen

In this role you will have ownership of the cloud data architecture and platform for consumer and small business investment decisions.

Holiday Inn Surfside

Experienced Bartender Job at Holiday Inn Surfside

Perks Enjoy four day work weeks! Bartenders must be proactive in handling guest needs, be highly engaging, service-oriented, and take a creative approach to problem solving. The primary

BOEING

Senior Executive Assistant Job at BOEING

This role will report directly to the Vice President of Manufacturing and Safety and be responsible for the development and management of the overall management

Jobot

Financial Planning and Analysis Manager Job at Jobot

Serve as the key advisor to senior finance/business leadership by providing insightful analysis, persuasive commentary, and relevant data that enable decisions.