Legal Services handles legal matters for the Firm. The Third Party Actions group ("TPA") is a specialized team within Legal Services. The Third Party Actions group has primary responsibility for legal matters where Schwab is involved as a third party, meaning Schwab is not named in the legal matter. Specifically, TPA processes the following matters involving client accounts: court orders, garnishments, subpoenas, and tax and child support levies.
Our Third Party Actions group is looking for a Manager to support their growing team. The Manager will be responsible for processing garnishments and court orders, fielding advancements, researching account disputes and capturing a wide variety of Schwab documents from various internal Schwab systems. The Manager will need to be confident speaking with attorneys and occasionally taking escalated calls from clients. The Manager will also be responsible for working with other TPA team members to execute our business goals and to ensure all items handled by the group are processed in a timely and appropriate manner.
What you're good at
Primarily processing garnishments and serving as a backup for the processing of court order documents received by the TPA team, to include restricting client accounts, sending client correspondence, sending attorney and agency correspondence, printing client data for files, speaking with Schwab representatives regarding garnishment and court order matters, filing matter documents, working with other departments to address issues, occasionally handling advanced interactions, interpreting legal documents, handling large volumes of paperwork, etc.
Serving as point of contact for outside counsel
Identifying process changes to improve TPA processing
Training new team members
Serving as a source for advancements to teammates and working together as a team to ensure all items are handled in a timely manner
Handling a large volume of work timely during the day
Making quick business decisions that protect the firm from liability
What you have
3-5 years of experience in Schwab Systems or at least 5 years of professional experience preferred
BS/BA degree or equivalent work experience
Familiarity with legal documents, experience with debt processing preferred
Advanced research skills and ability to collect information from multiple Schwab platforms
Ability to quickly sort through information and develop concise and clear strategies and solutions
Strong ability to multi-task, including speaking with attorneys and/or investigators over the phone, analyzing their questions, researching information, and providing answers in a timely manner
Advanced technical skills, with the ability to utilize different applications at one time
Ability to work effectively both in a team setting and independently
Ability to meet tight deadlines with strong organizational skills
Positive demeanor, passion, professionalism and strong work ethic with high level of integrity and ethics
At Schwab, "Own Your Tomorrow" embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We're a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What's it like to work at Schwab!
The benefits of working at Schwab: a package designed to empower your health, wealth, career and life.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.
We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.
Charles Schwab Corporation