Description

Your Opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Charles Schwab's Move Money Solutions is responsible for risk prevention, processing of money movements, while adhering to policies and procedures related to money movement. We focus on maximizing operating leverage by integrating functions, increasing productivity and gaining efficiencies in order to better position Schwab to compete in the marketplace and to reinvest in areas that matter most to our clients. As an elite team of experts, we are committed to delivering efficient solutions that maximize trust while minimizing risk by owning every client interaction through clients' eyes.

As a Move Money Solutions Associate, you will promote client and Investment Advisor loyalty by providing the highest quality support to our internal and external customers via internal system transactions as well as outbound phone calls relating to the movement of funds. You will be on the front line for internal partners and external clients, and provide "best in class" service by:

• Effectively managing and evaluating risk when reviewing client account money movement requests including but not limited to internal transfers, AS Management Fees, ACH, SIMPLE IRA disbursements, checks, and domestic wires.
• Assess and resolve client issues that relate to 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 escalations are warranted and the ability to take action 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.

What you have

Required Qualifications:

• Passion for service and the desire to help people.
• Engaging communication and interpersonal skills.
• Ability to quickly learn new technology and utilize a variety of data and systems in order to proactively identify solutions to meet client needs.
• Self-driven and demonstrated ability to work in a high-volume environment.
• Intermediate level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry.
• Intermediate technical skills, with the ability to use multiple applications simultaneously and efficiently, including Windows, internet research, database systems, and email.
• Due to nature of risk with responsibilities, attention to detail and accuracy are required.

Preferred Qualifications:

• 2+ years' experience in client service or operations with brokerage/financial industry.
• Bachelor's degree or equivalent work experience.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.



Requisition #: 2026-123529

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Requirements

2026-123529