Senior Specialist, Brokerage Service Rep
Company: Charles Schwab
Location: Peninsula
Posted on: September 18, 2023
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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:
Keywords: Charles Schwab, Cleveland , Senior Specialist, Brokerage Service Rep, Sales , Peninsula, Ohio
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