El Paso - TX, ELPASO, 1945 Northwestern Drive, 79912-1108
Toni L Pohle
We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
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 asset transfer experience for our clients, internal business partners and contra/broker firms.
What you’ll do:
As a member of our El Paso ATS team you will be responsible for operational processing, high quality data entry and high level support of our clients and business partners.
Review and process client requests for account transfers – interpret and apply judgment to the various requests received
Be extremely detail oriented and conscientious
Utilize a passion for client service, positive energy, and problem solving skills to assist Schwab clients in the transfer process.
Make outbound calls and receive inbound calls from our clients as a result of operational paperwork follow-up.
Listen to client cues and review transfer forms to engage in a dialogue to identify additional needs and present effective help and guidance solutions
Demonstrate flexibility and work collaboratively with other team members to deliver high quality service and meet internal and external client expectations
Establish and develop business partnerships cross enterprises.
Manage multiple tasks effectively by balancing high productivity with excellent service quality
Actively participate in team/department meetings providing relevant information/feedback on any department issues/concerns/trends.
This is a summary only and duties and responsibilities may be changed from time to time, or even over time.
Those hired into this position may also help in other processing areas with functions requiring comparable qualifications
Compensation: Employees in our El Paso ATS teams are paid a salary commensurate experience and skills and receive additional compensation for overtime hours. In addition, employees have the ability to earn an annual bonus based on high performance, adherence to quality standards and profitable company growth.
What you have:
2+ years of college study in finance, economics, business administration, or related area preferred
2+ year of work experience, preferably in financial services, operations, or client support
Ability to prioritize routine multiple tasks effectively within well-defined guidelines and time constraints in a fast-paced environment
Solid analytical skills and ability to multi-task to perform multiple complex tasks with a superior level of attention to detail.
Intermediate to Advanced technical skills with the ability to utilize at least 5 different applications at any one time, including Windows, internet researching, database systems, and email
Excellent PC skills and typing speed of at least 30 wpm.
Excellent communication skills (English) both verbal and written
Passion for working in a team environment – contributing toward departmental and team goals and objectives.
Enjoy working in a structured environment during specified hours as determined by business need.
Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics.
Proactive behavior by anticipating clients’ needs and taking ownership as the point of contact working towards a resolution in a timely manner in order to a deliver a consistent, superior, client experience
Please note: flexibility in scheduling is required for this position. Our hours of operation are Monday through Friday 7 am to 5pm MST. Our staffing needs will be evaluated during your first few weeks of training and your initial schedule will be assigned at that time. Depending on your schedule, you may be eligible for a shift differential. Although we will try to give you advance notice, your assigned schedule may be changed at any point during your employment.
What you’ll get:
Comprehensive Compensation and Benefits package
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life
Learn more about Life@Schwab.
Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: None
Relevant Work Experience: Customer Service-2-5 yrs, Brokerage Operations-2-5 yrs, Financial Services-2-5 yrs, Accounting and Finance-less than 2 yrs, Banking-2-5 yrs
Position Located In: TX - El Paso
Job Type: Full Time
Category:Brokerage Operations & Trading
Activation Date: Tuesday, May 15, 2018
Expiration Date: Friday, June 1, 2018