Charles Schwab

Move Money Solutions Associate

Charles Schwab

3000 Schwab Way, Westlake, TX 76262, USA
Full-TimeDepends on ExperienceEntry LevelBachelors
Job Description

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.

Where is this job?
This job is located at 3000 Schwab Way, Westlake, TX 76262, USA
Job Qualifications
  • 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.

Required Skills
  • MS Word

  • Basic Math Skills

  • MS Excel skills

  • Excellent analytical skills

  • Great time management

Soft Skills
  • Results Oriented

  • Verbal communication

  • Detail Oriented

  • written communication

  • Multitasking Skills

  • Problem-solving and resourcefulness

  • Flexibility/Adaptability

  • Process Oriented

Compensation

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.

Additional Information
Charles Schwab is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedSeptember 29th, 2022
Apply BeforeMay 22nd, 2025
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About Charles Schwab

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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