Top 67 Account resolution specialist Jobs in Oviedo Fl

Move Money Asset Transfer Specialist
Charles Schwab —Orlando, FL
- $22.60 - $31.73 an hour
- Hybrid work
- Research
- Mid-level
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
19h
Customer Services and Data Entry Specialist
TS World Manufacturers Gloves —Orlando, FL
- $75,000 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- ERP systems
- Paid holidays
- Paid time off
Quick Apply
Billing Specialist
Unified Rehabilitation, PLLC —Winter Garden, FL
- $20 - $28 an hour
- Full-time
- Private practice
- Google Workspace
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Quality Assurance Specialist (QA)
AutoPayPlus by U.S. Equity Advantage —Orlando, FL
- Full-time
- Computer science
- Computer Science
- Software troubleshooting
- Health insurance
- Dental insurance
Quick Apply
4d
Customer Support Specialist
Aspire Broadband Holdings Inc —Lake Mary, FL
- $17 - $23 an hour
- Weekends as needed
- Spanish
- English
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
Integration & IT Support Specialist
Bluedrop USA —Orlando, FL
- From $70,000 a year
- Full-time
- System design
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Student Outreach Specialist - 100% Remote
IonTuition —Orlando, FL
- From $17.50 an hour
- Full-time
- Remote
- High school diploma or GED
- US work authorization
- Entry level
- Disability insurance
- Health insurance
Quick Apply
Specialist, Shareholder Services Representative I
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Research
- Mid-level
- Office
Senior Customer Experience Specialist
Seacoast Service Partners NA LLC —Orlando, FL
- $28 - $32 an hour
- Full-time
- Spanish
- English
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Specialist, HOA
Valley National Bank —Winter Park, FL
- $20.53 - $34.23 an hour
- Mid-level
- High school diploma or GED
- Associate's degree
Quick Apply
10d
Account Specialist, Anti Infectives - Orlando, FL
AbbVie —Orlando, FL
- $78,500 - $192,500 a year
- Full-time
- Remote
- Pass drug screening
- English
- Mid-level
- Paid holidays
- Health insurance
10d
On-site Training Specialist
John Deere —Orlando, FL
- $77,628 - $116,436 a year
- Year round work
- 18 years or older
- Marketing
- Mid-level
- Health savings account
- Paid holidays
IT Support Specialist
Tavistock US —Orlando, FL
- Full-time
- Microsoft Outlook
- Mid-level
- Office
Quick Apply
Community Management Specialist
321 the Agency —Orlando, FL
- $40,000 - $65,000 a year
- 8 hour shift
- Remote
- Marketing
- Research
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
Clinical Operations Specialist
EmpiRx Health, LLC —Orlando, FL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Health insurance
Quick Apply
7d
INTAKE RELEASE SPECIALIST
Seminole County Sheriff's Office —Sanford, FL
- $38,251.20 a year
- Overtime
- Pass drug screening
- English
- Mid-level
- Health savings account
- AD&D insurance
Cycle Revenue Cycle Specialist (RCM)
Docsby & Vitaminise —Orlando, FL
- $22 - $25 an hour
- Spanish
- HIPAA
- English
- Dental insurance
- Paid time off
Quick Apply
8d
Customer Experience Specialist
Seacoast Service Partners NA LLC —Orlando, FL
- $22 - $26 an hour
- Full-time
- Spanish
- English
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Principal Clinical Specialist
Abbott Laboratories —Orlando, FL
- $86,700 - $173,300 a year
- Full-time
- 6 years
- Senior level
- Health insurance
- Tuition reimbursement
Customer Support Specialist - Financial Services
AutoPayPlus by U.S. Equity Advantage —Orlando, FL
- Spanish
- Computer literacy
- English
- Paid holidays
- Health insurance
Quick Apply

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account resolution specialist jobs near oviedo fl

Move Money Asset Transfer Specialist

Charles Schwab -
Orlando, FL

Apply Now

Job Details

$22.60 - $31.73 an hour
19 hours ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Incident Escalation
Escalation handling

Full Job Description

Position Type: Regular

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

Charles Schwab’s CS&S T2 Hotline Support Team - Move Money Asset Transfer Specialist is responsible for risk prevention, processing of money movements, and education of policies and procedures related to money movement and asset transfers. We focus on increasing productivity and gaining efficiencies in order to better position Schwab to compete in the marketplace and to reinvest in areas that matter most to our clients. As an elite team of experts, we are committed to delivering efficient solutions that maximize trust while minimizing risk by owning every client interaction through clients’ eyes.

As a Move Money Asset Transfer Specialist, you will promote client loyalty by providing the highest quality support to our internal and external customers via inbound/outbound phone calls and internal chat support, relating to the movement of funds. You will be a primary contact for our branch partners and clients, internal partners and external clients, and provide “best in class” service by:

Effectively managing and evaluating risk when reviewing client account money movement requests including but not limited to check requests, check deposits, ACAT transfers, and domestic and international wires.
Responding to questions on a wide array of technical and operational subjects.
Actively listening, assessing client needs, researching information, and providing clients with innovative solutions.
Problem solving and conducting research/special requests through the use of email, telephone, and our internal inquiry system.
Identifying situations where escalation is warranted and taking the necessary action quickly in a high-risk environment.
Communicating effectively and delivering work that is detailed and clear.
Working collaboratively and efficiently with others in a fast-paced environment.
Proactively educating clients and internal partners on our products and services.
Supporting business initiatives by developing strong partnerships.
Prioritize multiple internal chat conversations simultaneously and actively lead chat dialogues for efficiency and effectiveness.
Handling escalated calls when warranted and resolving client issues by taking appropriate action quickly in a high-risk environment.
Demonstrating leadership and the ability to be a role model and mentor your peers.

What you have

Required qualifications:

2+ years’ experience in client service or operations with brokerage/financial industry preferred.
Handling escalated calls when warranted and resolving client issues by taking appropriate action quickly in a high-risk environment. Demonstrating leadership and the ability to be a role model and mentor to your peers.

Preferred qualifications:

Bachelor’s degree or equivalent work experience preferred.
Proactively educating clients and internal partners on our products and services.
Supporting business initiatives by developing strong partnerships.
Strong interpersonal, verbal, and written communication skills.
Excellent operational and follow-up skills with the ability to manage complex work.
Demonstrated ability to be self-directed, and quickly develop a full understanding of our business.
Intermediate to advanced level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry.
Positive attitude, team oriented, enthusiastic, professional, forward thinker and strong work ethic.

You demonstrate these behaviors:

Results Orientation:(Disciplined and Delivers Results)- Focusing on the desired end result of one’s own or one’s units work; setting challenging goals, focusing effort on the goals, and meeting or exceeding them.
Customer Orientation: Demonstrates 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 deliver a consistent, superior, client experience. Seeks out key individuals involved in a situation to learn their perspectives.
Flexibility: Demonstrates openness to new organizational structures, procedures, and technology. Looks for opportunities to provide the most critical support during high volume seasons.
Initiative: Identifying what needs to be done and doing it before being asked to or required by the situation.
Analytical Thinking: Approaching a problem by using a logical, systematic, sequential approach.
Fostering Teamwork: 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.
Communication: Expressing oneself clearly in conversations and interactions with others through written and oral communication.

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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:

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

Apply Now

Refine Your Search

account resolution specialist jobs in oviedo fl

Move Money Asset Transfer Specialist

Customer Services and Data Entry Specialist

Billing Specialist

Quality Assurance Specialist (QA)

Customer Support Specialist

Integration & IT Support Specialist

Student Outreach Specialist - 100% Remote

Specialist, Shareholder Services Representative I

Senior Customer Experience Specialist

Specialist, HOA

Account Specialist, Anti Infectives - Orlando, FL

On-site Training Specialist

IT Support Specialist

Community Management Specialist

Clinical Operations Specialist

INTAKE RELEASE SPECIALIST

Cycle Revenue Cycle Specialist (RCM)

Customer Experience Specialist

Principal Clinical Specialist

Customer Support Specialist - Financial Services

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