YearUp Asset Transfer Services Associate Position
Your opportunity
The Asset Transfer Services (ATS) Department balances incoming and outgoing transfer requests for Schwab clients.
ATS strives to lead the industry by crafting the best transfer experience for our clients, internal business partners, and
contra/brokerage firms.
The Operational Associates in ATS perform a variety of functions and services for our Schwab Advisor Services and
Investor Services client groups. This includes but is not limited to processing transfer paperwork, reviewing assets for
acceptability to transfer, communicating directly with clients, business partners, and other financial institutions.
What you have
you have:
• Be flexible to switch gears throughout the day to assist with meeting critical cut-off times or high-volume
processing spikes.
• The ability to provide excellent customer service on inbound and outbound calls and via written communication,
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while also building and sustaining positive relationships with clients, internal business partners, and contra firms.
• Maintain a high degree of accuracy while meticulously processing each transfer request in a timely manner.
• Experience working with multiple systems in a dual monitor environment, and basic computer skills (including
Microsoft Office products) are required.
• The desire and ability to work cooperatively & collaboratively with others on the team, in the department, and with
leadership.
What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- FSA
- FSA With Employer Contribution
- HSA
- HSA With Employer Contribution
- Pet Insurance
- Mental Health Benefits
Parental Benefits
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Adoption Leave
Work Flexibility
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
- Snacks
- Company Outings
- On-Site Cafeteria
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Sabbatical
- Leave of Absence
- Volunteer Time Off
Financial and Retirement
- 401(K) With Company Matching
- Stock Purchase Program
- Performance Bonus
- Financial Counseling
Professional Development
- Tuition Reimbursement
- Promote From Within
- Shadowing Opportunities
- Access to Online Courses
- Internship Program
- Work Visa Sponsorship
- Leadership Training Program
- Associate or Rotational Training Program
Diversity and Inclusion
- Employee Resource Groups (ERG)
- Diversity, Equity, and Inclusion Program