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Charles Schwab & Co Work Values
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Daily Duties at Charles Schwab & Co:
• Pledged Asset Line of Credit operations specialist. • Responsible for supervision of employees regarding compliance rules & company policy. Patriot Act, FINRA and Banking regulations in affecting transactions and the opening and maintenance of client accounts. • Co-operated in concert with financial advisors, compliance officers, anti-money laundering, quality assurance, new account solutions, retirement services, margin and audit team s to resolve client transaction issues and client concerns. • Expert in advising clients in matters of account products and features, government regulations, application and transaction processing and resolutions. • Responsible for granting 9/10 exceptions after careful consideration regarding company policy, client and company risk and government regulations. • Performed research, setup & processing adjustments of Money Link/ACH, journals, & check requests. • Created and monitoring of various reports in tracking movements of money and assets including OFAC LexisNexis reports.
What they like about Charles Schwab & Co:
A hiring company that offers alternative approaches to pay, performance bonuses, and/or equity in the firm is very attractive to you. You're generally less interested in working for an organization offering only traditional, salary-based compensation, one with limited opportunity to acquire equity in the firm, or one that does not actively promote skill development. In addition, you are more likely to choose a company that offers a variety of internal career options, with defined career paths. You view the learning of new skills and development of your expertise as key to your career advancement. These aspects of an organization may become even more important to you as you progress in your field, and are especially critical if you change career or occupation.
Tags
Account Management, ACH, Audit, Banking Industry, HVAC, Management, Microsoft, Microsoft Office, Project Management, Quality Assurance
Information about Charles Schwab & Co
Company Rank: Not Available
Average length of employment : 20 years
Average salary of employees: $61,000
These are some of the questions we asked our climbers about their experiences with Charles Schwab & Co:
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| Were your performance expectations clearly communicated? | 0.0 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
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| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
