Move Money Solutions, Sr. Specialist at Charles Schwab (Phoenix, AZ)

| Phoenix – Mesa – Scottsdale, AZ
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Your Opportunity
Charles Schwab's Move Money Solutions is responsible for risk prevention, processing of money movements, and education of policies and procedures related to money movement. We focus on maximizing operating leverage by integrating functions, 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.

Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work - whether that's in the office or remote.
  • Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference,
  • When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
  • Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.

*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.

What you are good at
As a Move Money Solutions Senior Specialist, you will promote client loyalty by providing the highest quality support to our internal and external customers via inbound and outbound phone calls 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 while processing incoming and outgoing wires, ACH transactions, depositing funds, disbursement requests and processing of internal transfers.
  • Assess and resolve client issues that relate to wires, deposits and transfers by helping clients "Own their Tomorrow". You will assist clients in navigating through money movement solutions and services available at Schwab.
  • Problem solving and conducting research/special requests through the use of internal processing systems, phone and emails.
  • Identifying situations where escalation is warranted and the ability to take action quickly in a high-risk environment.
  • Performing work that is detailed and communicated in a clear, effective manner.
  • Work collaboratively and effectively with others in a fast-paced environment.
  • Proactively educate clients and internal partners on our processes and services.
  • Support business initiatives by developing strong partnerships.
  • Handle escalations when warranted and the ability to take action quickly in a high-risk environment by assessing and resolving clients' issues.
  • Demonstrate leadership and ability to be a role model and mentor to your peers.
  • Proactively looks for opportunities to improve processes and procedures.
  • Work cooperatively with others to produce innovative solutions.
  • Foster teamwork in a diverse work environment.


What you have
  • 3+ years' experience in client service or operations with brokerage/financial industry required.
  • Bachelor's degree or equivalent work experience preferred.
  • Series 7 and 63 required.
  • Ability to quickly learn new technology and utilize a variety of data and systems in order to proactively identify solutions to meet client needs.
  • Self-driven and demonstrated ability to work in a high volume environment.
  • Intermediate technical skills, with the ability to use multiple applications simultaneously and efficiently, including Windows, internet research, database systems, and email.
  • Excellent operational and follow-up skills with the ability to manage complex work.
  • Engaging interpersonal, verbal, and written communication skills.
  • Demonstrated ability to be self-directed, and quickly develop a full understanding of our business.
  • Advanced level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry is needed.
  • Positive attitude, team oriented, enthusiastic, professional, forward thinker and strong work ethic.
  • Due to nature of risk with responsibilities, attention to detail and accuracy are required.
More Information on Charles Schwab
Charles Schwab operates in the Fintech industry. The company is located in San Francisco, CA and Lone Tree, CO. Charles Schwab was founded in 1973. It has 22335 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 340 open jobs at Charles Schwab, click here.
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