Charles Schwab Specialist - Move Money Solutions- Wires in Orlando, Florida


Orlando - FL, ORL2, 1958 Summit Park Dr, 32810

Tammie Raven


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 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.

Our Opportunity:

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" .

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.

Job Specifications

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

Education: BA/BS

Job Type: Full Time

Category:Brokerage Operations & Trading

Activation Date: Monday, October 2, 2017

Expiration Date: Wednesday, October 18, 2017

Apply Here