charles schwabOmaha, NE
Asset Transfer Operations Associate Hybrid & Client-Facing
Asset Transfer Operations Associate Hybrid & Client-Facing
Asset Transfer Operations Associate Hybrid & Client-Facing
charles schwabOmaha, NE
today
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous Intermediation
Apply for this 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
Also on the board Same function, level within a rung
Level
Mid
Location
Omaha, NE
Occupation
Brokerage Clerks
Industry
Portfolio Management and Investment Advice
Posted
today