
Move Money Solutions Associate
Review and process Schwab account applications, while interpreting and applying business judgement and balancing risk to the firm. Engage in a dialogue to identify ways to reduce client effort and improve the overall client experience while actively listening to client cues. Communicate with clients and business partners through various channels, including inbound/outbound phone calls and written communication. Establish clear points of contact for ongoing support and escalations. Manage multiple tasks accurately and effectively while maintaining high productivity.
Ability to work in a structured environment during specified hours as pre-determined by business need.
2+ years of college study in finance, economics, business administration, or related area; degree is preferred.
1+ year of work experience, preferably in financial services, operations, or client support is desired.
MS Word
Basic Math Skills
MS Excel skills
Excellent analytical skills
Great time management
Results Oriented
Verbal communication
Detail Oriented
written communication
Multitasking Skills
Problem-solving and resourcefulness
Flexibility/Adaptability
Process Oriented
According to JobzMall, the average salary range for a Move Money Solutions Associate in 3000 Schwab Way, Westlake, TX 76262, USA is between $16 and $20 per hour. This range depends on the experience and qualifications of the individual.
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Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.

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