Specialist, CS&S Escalation Support, Move Money Operations Hotline
Company: Charles Schwab
Location: Orlando
Posted on: November 14, 2024
Job Description:
Position Type: RegularYour opportunityCharles 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. -What you're good at:As an OST MMATS 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.
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.Customer Orientation:
Demonstrates proactive behavior by anticipating clients' needs and
taking ownership as the point of contact, working towards a
resolution in a timely manner in order to deliver a consistent,
superior, client experience. Seeks out key individuals involved in
a situation to learn their perspectives.Flexibility: Demonstrates
openness to new organizational structures, procedures, and
technology. Looks for opportunities to provide the most critical
support during high volume seasons.Initiative: Identifying what
needs to be done and doing it before being asked to or required by
the situation.Analytical Thinking: Approaching a problem by using a
logical, systematic, sequential approach. Fostering Teamwork: As a
team member, the ability and desire to work cooperatively with
others on a team; as a team leader, interest, skill, and success in
getting groups to learn to work together
cooperatively.Communication: Expressing oneself clearly in
conversations and interactions with others through written and oral
communication. In addition to the salary range, this role is
eligible for bonus or incentive opportunities.
What's in it for youAt 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. Our approach balances our ongoing commitment to workplace
flexibility, serving our clients, and our strong belief in the
value of being together in person on a regular basis.We offer a
competitive that takes care of the whole you - both today and in
the future:
- 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
Keywords: Charles Schwab, Lakeland , Specialist, CS&S Escalation Support, Move Money Operations Hotline, Other , Orlando, Florida
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