Move Money Solutions Hotlines, Specialist - Orlando, United States - Charles Schwab

Description

Position Type:

Your opportunity

Join the CS&S OST Move Money Solutions team at Charles Schwab, where we focus on enhancing efficiency and minimizing risk in money movements. We strive to stay competitive in the market and invest in what matters most to our clients. As a team of experts, we aim to provide effective solutions that build trust and prioritize client satisfaction.

At Schwab, you have the chance to leave your mark on your career. We value innovative thinking and problem-solving, encouraging us to challenge conventions and reshape the finance industry together.

What you have

As a skilled Move Money Specialist, you play a crucial role in ensuring client loyalty by delivering top-notch support to both internal and external customers. Your responsibilities include:

• Managing and assessing risk for client money movement requests.
• Addressing inquiries on various technical and operational topics.
• Listening actively to client needs, offering innovative solutions.
• Resolving issues through research and effective communication.
• Identifying critical situations and escalating when necessary.
• Collaborating efficiently in a dynamic environment.
• Educating clients and partners on products and services.
• Leading chat conversations for productivity.
• Handling escalated calls and guiding peers.
• Having experience in client service or brokerage operations preferred.
• Strong interpersonal and communication skills.
• Ability to work independently and grasp business concepts quickly.
• Understanding of regulatory policies in the securities industry.
• Positive attitude, team player, and strong work ethic.

This role offers competitive compensation and potential bonus incentives.

What's in it for you

Join Schwab's mission-driven culture that supports your personal and professional growth. Our commitment to workplace flexibility ensures a balance between remote work and in-person collaboration, providing you with:

• 401(k) with company match and stock purchase plan
• Paid time off, sabbatical opportunities, and parental leave
• Tuition reimbursement and comprehensive insurance coverage

Take the step towards a rewarding career at Schwab by unlocking this exciting opportunity!