"Alerted.org

Your opportunity

This job posting is for participants of the Year Up Program.

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 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:

The Asset Transfer Services (ATS) Department balances incoming and outgoing transfer requests for Schwab clients.

ATS strives to lead the industry by crafting the best transfer experience for our clients, internal business partners, and

contra/brokerage firms.

What you’ll do:

The Operational Associates in ATS perform a variety of functions and services for our Schwab Advisor Services and

Investor Services client groups. This includes but is not limited to processing transfer paperwork, reviewing assets for

acceptability to transfer, communicating directly with clients, business partners, and other financial institutions.

What you have

Be flexible to switch gears throughout the day to assist with meeting critical cut-off times or high-volume

processing spikes.

• The ability to provide excellent customer service on inbound and outbound calls and via written communication,

while also building and sustaining positive relationships with clients, internal business partners, and contra firms.

• Maintain a high degree of accuracy while meticulously processing each transfer request in a timely manner.

• Experience working with multiple systems in a dual monitor environment, and basic computer skills (including

Microsoft Office products) are required.

• The desire and ability to work cooperatively & collaboratively with others on the team, in the department, and with

leadership.

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

• Workplace Flexibility Program: Most Schwabbies have the opportunity to voluntarily work in the office or at home.

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.

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

• Learn more about Life@Schwab.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

What’s in it for you:

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected 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 [email protected] or call 800-275-1281.