Move Money Solutions Hotline Specialist

Assess and resolve client issues that relate to wires, deposits, and transfers by helping clients “Own their Tomorrow”. 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. 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.

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.