Charles Schwab-posted 11 months ago
Full-time • Entry Level
El Paso, TX
5,001-10,000 employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

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. Charles Schwab's Move Money Solutions is responsible for risk prevention, processing of money movements, and education of policies and procedures related to money movement. We focus on increasing operating leverage by integrating functions, increasing productivity, and gaining efficiencies in order to better position Schwab to contend in the marketplace and to reinvest in areas that matter most to our clients. As an elite team of guides, we are committed to delivering efficient solutions that improve trust while minimizing risk by owning every client interaction through clients' eyes.

  • Effectively handling 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'.
  • 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.
  • Demonstrating leadership and the ability to be a role model and mentor your peers.
  • Identifying situations where escalation is warranted and the ability to act 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 act quickly in a high-risk environment by assessing and resolving clients' issues.
  • Proactively looks for opportunities to improve processes and procedures.
  • 2-5 years' experience in client service or operations with brokerage/financial industry highly preferred.
  • Bachelor's degree in finance, economic, or business administration or equivalent work experience.
  • Passion for service and the desire to help people.
  • Engaging communication and interpersonal skills.
  • Ability to quickly learn new technology and apply a variety of data and systems in order to proactively identify solutions to meet client needs.
  • Hard-working 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.
  • Strong interpersonal, verbal, and written communication skills.
  • Excellent operational and follow-up skills with the ability to manage sophisticated work.
  • Proven 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.
  • Attention to detail and accuracy are required.
  • Eligible for bonus or incentive opportunities.
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