Team Manager Move Money Solutions Charles Schwab Salary

Job Posting for Move Money Solutions - Enterprise Research Engine, Specialist at Charles Schwab

Your Opportunity

Remote Opportunities

Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that's in the office or remote.

• Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference, through the remainder of 2021.*
• When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
• Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.

*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.

The Move Money Solutions division within Operational Services is responsible for moving assets into, out of, and between Schwab accounts.  We play a critical role for the firm in our efforts of delivering service and an elite client experience for both retail investors and independent advisors, while providing a controlled and disciplined environment that allows our employees to feel valued and engaged.  This is a Specialist role on the Enterprise Research Engine team which is responsible for reviewing high-risk money movements.

As a Move Money Solutions Specialist on the Enterprise Research Engine team you will work on a multi-facet team that provides client servicing and processing of time sensitive high-risk client transactions. This role requires the ability to conduct effective telephone interviews and forensic research and document the written results in the case management system in a clear and logical manner. The Specialist will interact with other teams including: Financial Crimes Risk Management, Identity Theft, and the Senior Vulnerable Investor teams to review and resolve cases in addition to communications with internal and external clients.

What you are good at

• Receive inbound calls and make outbound calls to both retail investors and independent advisors and providing outstanding client service through direct client interactions
• Actively listen, assess client needs, research information, and recognize risks and steps to mitigate firm exposure to fraud
• Effectively managing and evaluating risk when reviewing client fund disbursements including but not limited to wire transfers, ACH, journals, checks, and international currency
• Making proper and timely escalations in situations involving: account takeover fraud, new account fraud, Senior and Vulnerable Investors, scams, and potential violations of an OFAC or AML nature
• Receiving and effectively resolving client's requests to their satisfaction and acting quickly in a high-risk environment to mitigate risk to the firm
• Work collaboratively and effectively with others in a diverse work environment
• Take initiative to perform day to day tasks with limited guidance or direct supervision

What you have

• 2 years of experience in an operations, fraud, or client service role
• Bachelor's degree and/or equivalent work experience preferred
• Series 7 and 63 licenses preferred
• Working knowledge of Move Money Solutions systems preferred
• Expertise with financial investigations demonstrating risk-based judgement, problem solving skills and strong analytical ability
• Excellent verbal communication skills including the ability to handle client escalations
• Ability to analyze issues and develop problem solving methodology with minimal guidance
• Demonstrated skills related to individual case/workload management
• Flexible regarding both schedule and role as both may change with little notice in response to business demand
• Ability to effectively share knowledge and demonstrate subject matter expertise with team members
• Must be team-oriented, great at problem solving, able to juggle multiple priorities and excel in a dynamic and fast-moving environment

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—today and in the future. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

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.

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Team Manager Move Money Solutions Charles Schwab Salary

Source: https://www.salary.com/job/charles-schwab/move-money-solutions-enterprise-research-engine-specialist/3ab2f613-2527-4c8f-bc02-f5647a5f2720

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