Asset Transfer Operations Associate Hybrid & Client-Facing

L4

charles schwabOmaha, NEtoday
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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Level

MidL4

Location

Omaha, NE

Occupation

Brokerage Clerks

Industry

Portfolio Management and Investment Advice

Posted

today

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