Your Opportunity

• Effectively managing and evaluating risk while processing incoming and outgoing wires, ACH transactions, depositing funds, disbursement requests and processing of internal transfers.
• Assess and resolve client issues that relate to wires, deposits and transfers by helping clients “Own their Tomorrow”. You will assist clients in navigating through money movement solutions and services available at Schwab.
• Problem solving and conducting research/special requests through the use of internal processing systems, phone and emails
• Identifying situations where escalation is warranted and the ability to take action 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.
• Proactively educate clients and internal partners on our processes and services.
• Support business initiatives by developing strong partnerships.
• Handle escalations when warranted and the ability to take action quickly in a high-risk environment by assessing and resolving clients’ issues.
• Demonstrate leadership and ability to be a role model and mentor to your peers.

What you have

• Ability to learn new technology and utilize a variety of data and systems in order to proactively identify solutions to meet client needs.
• Self-driven and demonstrated ability to work in a high volume environment.
• Intermediate technical skills, with the ability to use multiple applications simultaneously and efficiently, including Windows, internet research, database systems, and email.
• Excellent operational and follow-up skills with the ability to manage complex work.
• Engaging interpersonal, verbal, and written communication skills.
• Demonstrated ability to be self-directed, and quickly develop a full understanding of our business.
• Intermediate of knowledge regarding regulatory, audit and compliance policies regarding the securities industry.
• Positive attitude, team oriented, enthusiastic, professional, forward thinker and strong work ethic.
• Due to nature of risk with responsibilities, attention to detail and accuracy.

• 2+ years’ experience in client service or operations with brokerage/financial industry.
• Bachelor’s degree or equivalent work experience.

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  Results Orientation: Demonstrates concern for achieving or surpassing individual results. Sets and maintains high performance standards. Tries new strategies and techniques to reach challenging goals
• Adaptability: Effectively functions during rapidly changing conditions and high-pressure situations. Possess the ability to familiarize self with multiple processes and activities from other business segments. Quickly adjusts and constructively reacts to unforeseen circumstances and setbacks
• Problem Solving: Utilizes knowledge, experience, and resources to take ownership of and resolve complex and escalated issues. Considers risk and all parties involved and works towards a solution where all parties can benefit. Presents problem analysis and recommended solutions rather than simply identifying or describing the problem itself.
• Fostering Teamwork: Provides assistance, information, and support to others while remaining a strong individual contributor to build an engaged and results driven team. Reinforces team members for their contributions and gives honest constructive feedback. Shares their expertise with others.
• Innovative/ Transformation: Applies original thinking to develop new ideas to improve processes, methods, systems, or services. Is highly curious, courageous and challenge seeking. Seeks to understand with “why” questions. Gains an understanding of the technical aspect
• Diagnostic/Analytical: Can identify the specific information needed to clarify a situation to make a confident decision. Anticipates questions and probes skillfully to obtain facts. Has the technical skill to collect data to support the recommended solution.