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Senior Specialist, Brokerage Service Rep

Company: Charles Schwab
Location: Peninsula
Posted on: September 18, 2023

Job Description:

Position Type: Regular
Your Opportunity

Charles Schwab & Co., Inc. is a registered broker/dealer, offering the Schwab Personal Choice Retirement Account (PCRA), the Schwab Health Savings Brokerage Account (HSBA) as well as other brokerage and custody services to its participants and clients. The PCRA is a Self-Directed Brokerage Account (SDBA) that is typically linked to a 401(k) plan or similar retirement plan. The HSBA is a Self-Directed Health Savings Brokerage Account (HSBA) that is linked to a Health Savings Account plan offered by a third-party plan provider. Charles Schwab is the industry leader in providing custodial, trading, and participant servicing in these areas. In your career as a Financial Services Professional in our organization, you will service our diverse participant's brokerage needs via telephone, email, and chat in order to build trust and inspire confidence through exceptional service that builds and maintains participant loyalty. Our Financial Services Professionals inspire loyalty by being the "voice of Schwab" to our participants. You will engage in personalized interactions that enhance each participant's relationship with Schwab by listening, understanding and addressing their need(s).

What you have

Your role will take place in a fast-paced inbound contact center taking numerous calls, replying to emails, and engaging in chats from our retirement plan participants who are asking questions about the Schwab Personal Choice Retirement Account (PCRA) or the Self-Directed Health Savings Brokerage Account (HSBA) product offerings. You will be representing Schwab in every interaction.

Additionally you will:

  • Assist participants placing stock, option, ETF, and mutual fund trades.
  • You will be educating participants concerning order types, market mechanics, investing principals and enabling online access.
  • Assisting less tenured representatives on the team.
  • Be a subject matter expert with the PCRA and HSBA account types.
  • You will be researching and resolving escalated issues.
  • Be working on PCRA or HSBA product specific projects.
  • You also will research and respond to participant and trustee issues relating to form submissions, transfers, and various other operational items.
  • You have good knowledge of Schwab products and services.
  • You will be answering retirement plan questions, while deepening each participant relationship.
  • Active FINRA Series 7 and 63 licenses
  • Strong interpersonal, verbal, and written communication skills
  • Outstanding communication, listening and analytical skills
  • An ownership mentality with a desire to continually develop and learn
  • Resilient demeanor to help achieve participant satisfaction in a fast-paced environment
  • Positive demeanor, team orientation, passion, professionalism and strong work ethic with high level of integrity
  • Ability to independently make decisions within general guidelines
  • Independently organize priorities using resources to effectively meet performance and department goals
  • Proficiency in MS Office and the ability to learn new programs, as well as easily use multiple applications simultaneously
  • Ability to adapt and implement changes as market and business conditions evolve
  • Strong work ethic with a high level of integrity and the ability to build trust with Participants
  • Ability to strategically prioritize client research and follow-up via outbound calls and emails while maintaining service levels of inbound client calls
  • The ability to actively listen, empathize, and assess participant's stated and unstated needs
  • Ability to relate, empathize and build quick rapport with participants
  • Ideal candidates would have 2 to 4 years experience within Retirement Services
  • Ability to work cross-locations to foster a collaborative team environment

Keywords: Charles Schwab, Cleveland , Senior Specialist, Brokerage Service Rep, Sales , Peninsula, Ohio

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