Your Opportunity

What you are good at

As a Move Money Solutions-Charitable Operations Senior Specialist, you will promote client loyalty by providing the highest quality support to our internal and external customers relating to the movement of funds and maintenance of donor-advised fund accounts. You will be a primary contact for our Schwab Charitable Fund partners as well as other internal business partners, and provide “best in class” service by:

• Effectively managing and evaluating risk while processing outgoing wires, disbursement requests, internal transfers, account maintenance requests, and variety of trading requests including pooled mutual funds, reallocations, and liquidations.
• Assess and resolve client issues that relate to wires, deposits and transfers by helping clients “Own their Tomorrow”.
• 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 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.
• Proactively educate internal partners on our processes and services.
• Support business initiatives by developing strong partnerships.
• Demonstrate leadership and ability to be a role model and mentor to your peers.
• Proactively looks for opportunities to improve processes and procedures.
• Work cooperatively with others to produce innovative solutions.
• Foster teamwork in a diverse work environment.

What you have

• 
  3+ years’ experience in client service or operations with brokerage/financial industry required.
• Bachelor’s degree or equivalent work experience preferred.
• Series 7 and 63 required.
• 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 technical skills, with the ability to use multiple applications simultaneously and efficiently, including Windows, internet research, database systems, and email.
• Excellent operational and follow-up skills with the ability to manage complex work.
• Engaging interpersonal, verbal, and written communication skills.
• Demonstrated ability to be self-directed, and quickly develop a full understanding of our business.
• Advanced level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry is needed.
• Positive attitude, team oriented, enthusiastic, professional, forward thinker and strong work ethic.
• Due to nature of risk with responsibilities, attention to detail and accuracy are required.

You demonstrate these behaviors:

• Results Orientation:(Disciplined and Delivers Results)- Focusing on the desired end result of one’s own or one’s units work; setting challenging goals, focusing effort on the goals, and meeting or exceeding them.
• Customer Orientation: Demonstrates proactive behavior by anticipating clients’ needs and taking ownership as the point of contact, working towards a resolution in a timely manner in order to deliver a consistent, superior, client experience. Seeks out key individuals involved in a situation to learn their perspectives.
• Flexibility: Demonstrates openness to new organizational structures, procedures, and technology. Looks for opportunities to provide the most critical support during high volume seasons.
• Initiative: Identifying what needs to be done and doing it before being asked to or required by the situation.
• Analytical Thinking: approaching a problem by using a logical, systematic, sequential approach.
• Fostering Teamwork: Provides assistance, information, or support to others, in an effort to build or maintain relationships with them. Actively engage during team turbos and team meetings. Provides contributions to the team by sharing best practices with others, and gives honest and constructive feedback to other team members.
• Influencing Others: The ability to gain others’ support for ideas, proposals, projects, and solutions.