Move Money Solutions Representative

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Job ID:
0801-35416
Job Category:
Brokerage Operations & Trading
Relevant Work Experience:
Retirement Services-less than 2yrs, Customer Service-less than 2 yrs, Brokerage Operations-2-5 yrs, Banking-less than 2 yrs, Brokerage Operations-less than 2yrs, Banking-6+ yrs, Banking-2-5 yrs, Administrative Support-2-5 yrs, Campus Programs, Adminstrative Support-less than 2 yrs, Trading-less than 2 yrs, Customer Service-6+ yrs, Customer Service-2-5 yrs, Communications-less than 2 yrs, Accounting and Finance-2-5 yrs, Investment Management - less than 2 yrs, Financial Services-less than 2 yrs, Accounting and Finance-less than 2 yrs
Current Licenses / Certifications:
None
Position Located In:
AZ - Phoenix
Education:
BA/BS
Job Type:
Full Time
Description:

Phoenix - AZ, PHXPEAK, 2423 E Lincoln Dr, 85016-1215
James D Hapgood
0801-35416

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future. 

Our Opportunity:

The Cashiering division within Operational Services is responsible for moving assets into, out of, and between Schwab accounts.  We provide service to both retail investors and independent advisors. 

What you’ll do:

As a Cashiering Representative you will work on a multi-facet team that provides client servicing, as well as processing time sensitive high risk client transactions.  In this role, you will be in constant contact with our internal and external clients to facilitate their cashiering needs as well as provide an exceptional client experience. Cashiering is a fast-paced, high volume, and deadline driven environment.

Key responsibilities may include:

  • Processing incoming and outgoing wires and electronic fund transfers
  • Depositing funds to client accounts through several different channels
  • Processing asset transfers between Schwab accounts
  • Initiating contact with both retail investors and independent advisors 

What you have:

  • 2+ years of experience in an operations or client service role or Bachelor's degree
  • Ability to work and learn in a high volume, fast paced, team oriented environment
  • Excellent interpersonal skills and the ability to communicate in a clear, well organized manner
  • Proficient technical skills, including knowledge of Windows, internet searching, database systems, and email
  • Flexible with regard to both schedule and role as both may change with little notice in response to business demand
  • Comfortable with direct client interaction with both internal and external clients
  • Takes initiative to perform day to day tasks with limited guidance or direct supervision.

  This can be filled at an Associate or Specialist level, depending on experience.

You demonstrate these behaviors:

Customer Orientation

Adaptability

Personal Accountability

Thoroughness

Fostering Teamwork

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
  • Not just a job, but a career, with an opportunity to do the best work of your life


Learn more about Life@Schwab.


Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual’s status in any group or class protected by applicable federal, state or local law.


Job Specifications
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: None
Relevant Work Experience: Retirement Services-less than 2yrs, Customer Service-less than 2 yrs, Brokerage Operations-2-5 yrs, Banking-less than 2 yrs, Brokerage Operations-less than 2yrs, Banking-6+ yrs, Banking-2-5 yrs, Administrative Support-2-5 yrs, Campus Programs, Adminstrative Support-less than 2 yrs, Trading-less than 2 yrs, Customer Service-6+ yrs, Customer Service-2-5 yrs, Communications-less than 2 yrs, Accounting and Finance-2-5 yrs, Investment Management - less than 2 yrs, Financial Services-less than 2 yrs, Accounting and Finance-less than 2 yrs
Position Located In: AZ - Phoenix
Education: BA/BS
Job Type: Full Time

Category:Brokerage Operations & Trading
Activation Date: Tuesday, August 1, 2017
Expiration Date: Saturday, March 31, 2018
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Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.