Charles Schwab
Asset Transfer Services Associate, Operations
This job is now closed
Job Description
- Req#: 2025-113368
- 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.
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
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.
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
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:
About the company
The Charles Schwab Corporation is an American multinational financial services company founded and based in San Francisco, California.
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