Welcome page Returning Candidate? Log in Asset Transfer Services Team Lead Job Locations US-CO-Lone Tree Requisition ID 2024-105330 Posted Date 22 hours ago(11/10/2024 9:48 AM) Category Operations Salary Range USD $67000.00 - $89000.00 / Year Application deadline 11/19/2024 Position Type Full time Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

 

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.

 

You will 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. Additionally, the Team Lead is involved in supporting the manager with the daily operations of the team (coordinating workflow, completing supervisory responsibilities, etc.)

What you have

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

 

Required Qualifications

Be flexible to switch gears throughout the day to address high priority items and focus the team on specific items as competing demands arise.The ability to provide excellent customer service on inbound and outbound calls and via written communication, while also building and sustaining positive relationships with clients, internal business partners, and contra firms.The ability to maintain a high degree of accuracy, assess risk, and make sound business judgement decisions when working on highly complex or escalated situations.Experience working with multiple systems in a dual monitor environment, and basic computer skills (including Microsoft Office products).Take initiative to perform day to day tasks with limited guidance or direct supervision, ability to demonstrate leadership skills, and problem solve.Experience in training and developing team members and be comfortable providing feedback to others.Comfortable leading or serving as a Subject Mater Expert on different projects/initiatives for the department.Desire to move into a people leader role within a couple years.Active Series 7 & Series 63 FINRA licenses.  Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

 

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.   Application FAQs

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