About 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

Matching similar jobs

JOB OVERVIEW

Experience level

Mid

Location

Omaha, NE

Occupation

Brokerage Clerks

Industry

Portfolio Management and Investment Advice

Posted

today

Tired of running searches?

Rank the roles you'd take once, and matches like these arrive on their own.

CREATE PROFILE