Job Description

Your Opportunity

Charles Schwab\xe2\x80\x99s 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 increasing operating leverage by integrating functions, increasing productivity, and gaining efficiencies in order to better position Schwab to contend in the marketplace and to reinvest in areas that matter most to our clients. As an elite team of guides, we are committed to delivering efficient solutions that improve trust while minimizing risk by owning every client interaction through clients\xe2\x80\x99 eyes.

What you are good at

As a Move Money Solutions 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 \xe2\x80\x9cbest in class\xe2\x80\x9d service by:

• 
  Effectively handling 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 \xe2\x80\x9cOwn their Tomorrow\xe2\x80\x9d. 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.
• Demonstrating leadership and the ability to be a role model and mentor your peers.
• Identifying situations where escalation is warranted and the ability to act 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 act quickly in a high-risk environment by assessing and resolving clients\xe2\x80\x99 issues.
• Proactively looks for opportunities to improve processes and procedures.

What you have

• 
  2-5 years\xe2\x80\x99 experience in client service or operations with brokerage/financial industry highly preferred.
• Bachelor\xe2\x80\x99s degree in finance, economic, or business administration or equivalent work experience.
• Passion for service and the desire to help people.
• Engaging communication and interpersonal skills.
• Ability to quickly learn new technology and apply a variety of data and systems in order to proactively determine solutions to meet client needs.
• Hard-working and proven 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.
• Strong interpersonal, verbal, and written communication skills.
• Excellent operational and follow-up skills with the ability to lead sophisticated work.
• Shown 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.
• Due to nature of risk with responsibilities, attention to detail and accuracy are required.

You demonstrate these behaviors:

• Results Orientation: (Well-adapted and Delivers Results)- Focusing on the desired end result of one\xe2\x80\x99s own or one\xe2\x80\x99s units work; setting challenging goals, focusing effort on the goals, and meeting or exceeding them.
• Customer Orientation: Demonstrates proactive behavior by anticipating clients\xe2\x80\x99 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 willingness 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.

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\xe2\x80\x94today and in the future. TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.