Asset Transfer Operations Associate Hybrid & Client-Facing
charles schwabOmaha, NE
Asset Transfer Operations Associate Hybrid & Client-Facing
charles schwabOmaha, NE
today
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous IntermediationAbout the role
Charles Schwab in Omaha, NE is seeking an Operational Associate in the Asset Transfer Services department. This client-facing role processes transfer paperwork, reviews assets for transfer eligibility, and communicates directly with clients and financial institutions to ensure a smooth transfer experience.
The position emphasizes on-site collaboration and meeting precise cut-off times. You will work with various transfer types including Incoming ACATs, DRS, Foreign, Outbound, Non-ACATs and
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JOB OVERVIEW
Experience level
Mid
Location
Omaha, NE
Occupation
Brokerage Clerks
Industry
Portfolio Management and Investment Advice
Posted
today
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