Cashiering Associate

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow.

The Cashiering division within Operational Services is responsible for moving assets into, out of, and between Schwab accounts. We provide service to both retail investors and independent advisors. As a Cashiering Representative you will work on a multi-facet team that provides client servicing, as well as processing time sensitive high risk client transactions. In this role, you will be in constant contact with our internal and external clients to facilitate their cashiering needs as well as provide an exceptional client experience. Cashiering is a fast-paced, high volume, and deadline driven environment.

* Processing incoming and outgoing wires and electronic fund transfers * Depositing funds to client accounts through several different channels * Processing asset transfers between Schwab accounts * Initiating contact with both retail investors and independent advisors * The shift is M-F 9:30am-6pm, and Sunday required with a day off during the work week

* 2+ years of experience in an operations or client service role or a Bachelor’s degree * Ability to work and learn in a high volume, fast paced, team oriented environment * Excellent interpersonal skills and the ability to communicate in a clear, well organized manner * Proficient technical skills, including knowledge of Windows, internet searching, database systems, and email * Flexible with regard to both schedule and role as both may change with little notice in response to business demand * Comfortable with direct client interaction with both internal and external clients