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Associate/Specialist - Payment Product Services

Charles Schwab

Associate/Specialist - Payment Product Services

Littleton, CO +2 locations
Full Time
Paid
  • Responsibilities

    Associate/Specialist - Payment Product Services Charles Schwab 868 reviews - Phoenix, AZ 85002 Description: Phoenix - AZ, PHX4750A, 4750 E Francisco, 85044-5359 James D Hapgood 20180601-3679 We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every clients 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: Payment Product Services Speciality Operations Team provides operational support for Charles Schwab & Co. Inc and Charles Schwab Bank customers initiating dispute claims. What youll do: The Associate and Specialist in the Specialty Operations team in Product Payment Services (PPS) provides support for the Schwab One and Schwab Bank product features. Responsibilities include initiating and researching electronic Bill Pay for clients, processing and reviewing Visa Debit Card issuance and maintenance, and processing Verifications of Deposit for both Bank and the Broker Dealer. The Specialist will utilize ACE/Swiss/myQ, Service Tracking, E-Mail and Excel Macros. They will correspond by phone and email with internal and external partners, including third-party vendors, customer service teams, branch representatives and other operational teams. Client contact may be required as well for certain functions. The position requires someone who possesses a strong sense of priority and knows when to seek out additional workload when daily tasks are completed. They are also expected to maintain a strong working rapport with co-workers and peers through effective interaction and participate in actions that foster teamwork. In addition, the Specialist will be expected to demonstrate strong working relationships with department partner teams and other internal business partners and ensure all goals and service levels are met. The Specialist will also demonstrate effective understanding of risk mitigation through role proficiency and daily decision making. In addition, they will question and escalate issues that are unique or out of the ordinary. What you have: The Associate and Specialist will have:

    • Attention to detail with the ability to prioritize multiple tasks * Ability to work within a deadline driven and fast paced environment * Excellent communication skills, both written and verbal * Adaptable to learn and navigate multiple integrated brokerage, banking and 3rd party systems * Self -starter who is able to utilize resources and solve problems as they may arise * Proficient with technology including Microsoft Outlook, Excel and Word * Takes initiative to perform day to day tasks with limited guidance or direct supervision * Licensing preferred Associate additional requirements: * 1-2 years of experience in the financial services and/or banking industry, in an operational or client service role or equivalent education Specialist additional requirements: * 3-4 years of experience in the financial services and/or banking industry, in an operational or client service role or equivalent education * Working knowledge of debit card and bill pay * Demonstrated experience in leadership You demonstrate these behaviors: * Take initiative to perform day to day tasks with limited guidance or direct supervision. * Weigh benefit and risks to ensure a positive client experience while adhering to regulatory requirements. * Demonstrated concern for satisfying ones external and/or internal customers. * Ensuring that ones own and others work and information are complete and accurate; careful preparation for meetings and presentations; following up with others to ensure that agreements and commitments have been fulfilled. What youll get: * Comprehensive Compensation and Benefits package * Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts * Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program * Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions * Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships * Not just a job, but a career, with an opportunity to do the best work of your life Learn more about Life@Schwab. Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online. Job Specifications Relocation Offered?: No Work Schedule: Days Languages: English - spoken Current Licenses / Certifications: None Relevant Work Experience: Financial Services-6+ yrs, Financial Services-less than 2 yrs, Financial Services-2-5 yrs Position Located In: AZ - Phoenix Education: HS/GED Job Type: Full Time Category:Brokerage Operations & Trading Activation Date: Tuesday, June 26, 2018 Expiration Date: Saturday, July 7, 2018 Apply Here 5 hours ago
    • save job - original job Apply On Company Site Other jobs you may like Associate Product Manager--Architectural Surf... Forms+Surfaces Phoenix, AZ 21 days ago Easily apply Credit Product Associate BNP Paribas Tempe, AZ 6 days ago * Associate Specialist jobs in Phoenix, AZ * Jobs at Charles Schwab in Phoenix, AZ * Associate Specialist salaries in Phoenix, AZ Charles Schwab Charles Schwab 868 reviews The Charles Schwab Corporation (NYSE: SCHW) has been a leader in financial services for more than three decades. Through advocacy and... Let employers find you Thousands of employers search for candidates on Indeed Upload Your Resume
  • Industry
    Financial Services
  • Locations
    Phoenix, AZ • Littleton, CO • Lone Tree, CO