Specialist, CS&S Operational Support Team

Pay range: USD $22.02 - $42.07 / Hour

Your opportunity

Charles Schwab's CS&S OST 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 an OST MMAT Hotline 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

• 2+ years' experience in client service or operations with brokerage/financial industry preferred.

• 6+ months of Schwab experience gained as a current or recent contractor or employee

• 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.

• 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.

• 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.

• 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