Charles Schwab Sr. Specialist Move Money Hotline in Orlando, Florida


Orlando - FL, ORL2, 1958 Summit Park Dr, 32810

James D Hapgood


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Charles Schwab’s Move Money Department is a responsible for world class customer care, risk prevention, education of policies and procedures related to money movement. Our mission is to execute as an elite team of experts, committed to the highest level of satisfaction, by owning every client interaction through clients’ eyes. We provide one call resolution, and protect the clients’ interests from fraud while mitigating risk to the firm. Our support hotline is centralized to assist various departments’ client requests for incoming and outgoing movement of funds. Our collaborative team members carry out our mission to provide the one on one service that Schwab is known for. It is this level of service that differentiates us from our competitors!

What you’ll do:

As a Move Money Senior Specialist you will promote client loyalty by providing the highest quality support to our internal and external customers via inbound and outbound phone calls relating to movement of funds requests. You will be the primary contact for our branch partners, internal and external clients to provide “best in class” service by:

  • Effectively managing and evaluating risk when reviewing client accounts requesting fund disbursements including but not limited to check requests, check deposits, domestic and international wires.

  • Performing work that is detailed and communicated in a clear, effective manner.

  • Actively listen, assess client needs, research information, and provide clients with “outside of the box” solutions.

  • Problem solving and conducting research/special requests through the use of email, telephone and our internal inquiry system.

  • Identifying situations where escalation is warranted and the ability to take action quickly in a high-risk environment.

  • Proactively educate clients and internal partners on our products and services.

  • Support business initiatives by developing strong partnerships.

  • Handle escalated calls when warranted and the ability to take action quickly in a high-risk environment by assessing and resolving clients’ issues.

  • Demonstrated leadership and ability to be a role model and mentor to your peers.

What you have:

  • 3+ years’ experience in brokerage/financial industry, with emphasis on customer service required.

  • Bachelor’s degree in finance, economic, or business administration or equivalent work experience.

  • Passion for service and the desire to help people

  • Strong interpersonal, verbal, and written communication skills.

  • Ability to listen and to explain complex subjects in simpler terms

  • Demonstrated ability to work in an environment with minimum supervision

  • Intermediate to advance level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry.

  • Intermediate to advance technical skills, with the ability to use 7 or more different applications efficiently, including Windows, internet research, database systems, and email.

  • Excellent operational and follow-up skills with the ability to manage complex work are 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.

  • Series 7 &63 licenses or Condition of Employment required

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions

  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual’s status in any group or class protected by applicable federal, state or local law.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: FINRA Series 63, FINRA Series 7

Relevant Work Experience: Customer Service-2-5 yrs, Brokerage Operations-2-5 yrs, Financial Services-2-5 yrs

Position Located In: FL - Orlando

Education: BA/BS

Job Type: Full Time

Category:Brokerage Operations & Trading

Activation Date: Tuesday, July 11, 2017

Expiration Date: Saturday, August 19, 2017

Apply Here