Charles Schwab Specialist - Move Money Solutions- Wires in Orlando, Florida
Orlando - FL, ORL2, 1958 Summit Park Dr, 32810
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 at http://www.aboutschwab.com/about/leadership/charles_schwab 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 Cashiering division within Operational Services is responsible for moving assets into, out of, and between Schwab accounts. We provide service to both retail investors and independent advisors. This position could be offered at a 54 or 55 grade level.
What you’ll do:
As a Cashiering Representative you will work on a multi-facet team that provides client servicing, as well as processing time sensitive high risk client transactions. In this role, you will be in constant contact with our internal and external clients to facilitate their cashiering needs as well as provide an exceptional client experience. Cashiering is a fast-paced, high volume, and deadline driven environment.
Key responsibilities may include:
Processing incoming and outgoing wires and electronic fund transfers
Depositing funds to client accounts through several different channels
Processing asset transfers between Schwab accounts
Initiating contact with both retail investors and independent advisors
Providing subject matter expertise and being a resource to team members
What you have:
3+ years of experience in an operations or client service role
Bachelor’s degree preferred
Series 7 and 63 licenses preferred
Ability to work and learn in a high volume, fast paced, team oriented environment
Excellent interpersonal skills and the ability to communicate in a clear, well organized manner
Proficient technical skills, including knowledge of Windows, internet searching, database systems, and email
Flexible with regard to both schedule and role as both may change with little notice in response to business demand
Comfortable with direct client interaction with both internal and external clients
Takes initiative to perform day to day tasks with limited guidance or direct supervision
Ability to effectively share knowledge and demonstrate subject matter expertise with team members
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 at http://www.aboutschwab.com/careers/lifeatschwab/" .
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.
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: FINRA Series 63, FINRA Series 7
Relevant Work Experience: Customer Service-less than 2 yrs, Customer Service-2-5 yrs, Accounting and Finance-2-5 yrs, Banking-less than 2 yrs, Financial Services-less than 2 yrs, Financial Services-2-5 yrs, Accounting and Finance-less than 2 yrs, Banking-2-5 yrs
Position Located In: FL - Orlando
Job Type: Full Time
Category:Brokerage Operations & Trading
Activation Date: Monday, October 2, 2017
Expiration Date: Wednesday, October 18, 2017