Job Details

Sr. Specialist Move Money Hotline Military veterans preferred

Company name
Charles Schwab & Co., Inc

Orlando, FL

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\t\t Description: Orlando - FL, ORL2, 1958 Summit Park Dr, 32810Tammie Raven0711-35075We believe that, when done right, investing liberates people to create their own destiny.\u00a0We are driven\u00a0by our purpose to champion every client\u2019s goals with passion and integrity.\u00a0We respect\u00a0and appreciate the diversity of our employees, our clients, and the communities we serve.\u00a0We challenge\u00a0conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of \u2018own your tomorrow\u2019 every day.\u00a0We champion\u00a0our employee strengths, guide their development, and invest in their long-term success.\u00a0We hire\u00a0optimistic, 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\u00a0Chuck\u00a0over 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.\u00a0Our Opportunity:\u00a0Charles Schwab\u2019s Move Money Department is a responsible for world class customer care, risk prevention, education of policies and procedures related to money movement. Our mission is to execute as an elite team of experts, committed to the highest level of satisfaction, by owning every client interaction through clients\u2019 eyes. We provide one call resolution, and protect the clients\u2019 interests from fraud while mitigating risk to the firm.\u00a0 Our support hotline is centralized to assist various departments\u2019 client requests for incoming and outgoing movement of funds. Our collaborative team members carry out our mission to provide the one on one service that Schwab is known for. It is this level of service that differentiates us from our competitors!\u00a0What you\u2019ll do:\u00a0\u00a0As a Move Money 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 movement of funds requests. You will be the primary contact for our branch partners, internal and external clients to provide \u201cbest in class\u201d service by:\u00a0\u00a0
Effectively managing\u00a0and\u00a0evaluating risk when reviewing client accounts requesting\u00a0fund\u00a0disbursements including but not limited to check requests, check deposits, domestic and international wires.
Performing work\u00a0that is detailed and communicated in a clear, effective manner.\u00a0\u00a0
Actively listen, assess client needs, research information, and provide clients with \u201coutside of the box\u201d solutions.
Problem solving and conducting research/special\u00a0requests through the use of email, telephone and our internal inquiry\u00a0system.
Identifying situations\u00a0where\u00a0escalation is warranted and the ability to take action quickly\u00a0in a\u00a0high-risk environment.
Proactively educate clients and internal partners on our products and services.
Support business initiatives by developing strong partnerships.
Handle escalated calls when warranted and the ability to take action quickly in a high-risk environment by assessing and resolving clients\u2019 issues.
Demonstrated leadership and ability to be a role model and mentor to your peers.\u00a0

\u00a0What you have:\u00a0\u00a0
3 years\u2019 experience in brokerage/financial industry, with emphasis on customer service required.
Bachelor\u2019s degree in finance, economic, or business administration or equivalent work experience.\u00a0
Passion for service and the desire to help people
Strong interpersonal, verbal, and written communication skills.
Ability to listen and to\u00a0explain\u00a0complex subjects in simpler terms
Demonstrated ability to work in an environment with minimum supervision
Intermediate to advance level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry.\u00a0\u00a0
Intermediate to advance technical skills, with the ability to use 7 or more different applications efficiently, including Windows, internet research, database systems, and email.
Excellent operational and follow-up skills with the ability to manage complex work are 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.\u00a0\u00a0
Positive attitude, team oriented, enthusiastic, professional, forward thinker and strong work ethic.
Series 7 &63 licenses\u00a0or Condition of Employment required\u00a0

\u00a0What you\u2019ll 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,\u00a0with an opportunity to do the best work of your life

\u00a0Learn more about\u00a0Life@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\u2019s status in any group or class protected by applicable federal, state or local law. \t\t Job Specifications

Relocation Offered?:

Work Schedule:

English - spoken

Current Licenses / Certifications:
FINRA Series 63, FINRA Series 7

Relevant Work Experience:
Customer Service-2-5 yrs, Brokerage Operations-2-5 yrs, Financial Services-2-5 yrs

Position Located In:
FL - Orlando


Job Type:
Full Time

\t\t\t\t\t\t Category:Brokerage Operations & Trading \t\t Activation Date: Tuesday, July 11, 2017 \t\t Expiration Date: Saturday, September 23, 2017 \t\t Apply Here \t
See Job Description

Company info

Charles Schwab & Co., Inc
Website :

Company Profile
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. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans. Charles Schwab received the highest numerical score in the J.D. Power 2016 Full Service Investor Satisfaction Study, based on 6,006 responses from 20 firms measuring opinions of investors who used full-service investment institutions and we are surveyed in January 2016. To arrive at the top 50 Most Admired Companies overall (our “All-Stars”), Korn Ferry Hay Group asked 4,000 executives, directors, and securities analysts who had responded to the industry surveys to select the 10 companies they admired most. They chose from a list made up of the companies that ranked in the top 25% in last year’s surveys, plus those that finished in the top 20% of their industry. Anyone could vote for any company in any industry. The difference in the voting rolls is why some results can seem anomalous. For example, St. Jude Medical ranks No. 40 on the overall Most Admired list, returning after a two-year hiatus. But within the medical products and equipment subgroup, St. Jude Medical, based on its peers’ responses, missed the “Industry Standouts” cut by ranking in the bottom half of the group. (0416-EXLH) 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.

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