Welcome page Returning Candidate? Log in YearUp Asset Transfer Services Associate Position Job Locations US-TX-Westlake Requisition ID 2025-115046 Posted Date 24 hours ago(9/8/2025 12:29 PM) Category Campus Programs & Internships Application deadline 9/12/2025 Position Type Full time Your Opportunity

The Asset Transfer Services (ATS) Department balances incoming and outgoing transfer requests for Schwab clients.
ATS strives to lead the industry by crafting the best transfer experience for our clients, internal business partners, and
contra/brokerage firms.

The Operational Associates in ATS perform a variety of functions and services for our Schwab Advisor Services and
Investor Services client groups. This includes but is not limited to processing transfer paperwork, reviewing assets for
acceptability to transfer, communicating directly with clients, business partners, and other financial institutions.

What you have

you have:
• Be flexible to switch gears throughout the day to assist with meeting critical cut-off times or high-volume
processing spikes.
• The ability to provide excellent customer service on inbound and outbound calls and via written communication,
while also building and sustaining positive relationships with clients, internal business partners, and contra firms.
• Maintain a high degree of accuracy while meticulously processing each transfer request in a timely manner.
• Experience working with multiple systems in a dual monitor environment, and basic computer skills (including
Microsoft Office products) are required.
• The desire and ability to work cooperatively & collaboratively with others on the team, in the department, and with
leadership.

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Why work for us?

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

We offer a competitive benefits package to our full-time employees that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Application FAQs

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