Charles Schwab Sr. Specialist - Cashiering in Orlando, Florida

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.

Our Opportunity:

The Operational Services organization at Schwab is comprised of centralized teams that support Schwab business goals through the delivery of technology, operations, projects, business continuity and offshore management. The focus is on maximizing operating leverage by integrating functions, 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.

What you’ll do:

As a Cashiering representative with Operational Services at Charles Schwab & Co. Inc., you will process middle office and street-side operations functions that are critical parts of the engine that makes Schwab’s business run. We are a multi-facet team that provides client servicing, as well as processing time sensitive high risk client transactions. We are in constant contact with our internal and external clients. Never content with the status quo, we're continually looking for ways to leverage technology in an effort to improve systems and services to help exceed our clients' and business partners' needs. Our ability to continually streamline how we work and provide the high service levels that makes Operations a key competitive advantage for the firm.

Key responsibilities may include:

  • Processing incoming and outgoing wires and ACH transactions

  • Depositing funds to client account through several different channels

  • Processing internal cash transfers

  • Client contact with either Investment Advisors or End clients

What you have:

  • 6+ years of experience in the financial services industry, preferably in an operational or client service role

  • Series 7 and Series 63 may be required based on the grade level. Can be hired at GL 54, 55 or 56

  • Must have demonstrated ability to work in a high volume, fast paced environment

  • Excellent interpersonal skills and the ability to communicate in a clear, well organized manner

  • Strong technical skills, including knowledge of Windows, internet searching, database systems, and email

  • Must be flexible with regard to both schedule and role as both may change with little notice in response to business demand

  • The ideal candidate will need to be equally comfortable with direct client interaction as they receive inbound client service calls and network internally to research and resolve client operational issues

  • Solid critical thinking skills and sound judgment

  • Ability to analyze complex problems, with strong attention to detail & ability to provide recommendations & solutions to problems

  • The shift will be 9:30 am to 6:00 pm

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions

  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer

  • 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.

Position Located In: FL - Orlando