Specialist, Brokerage Services Rep
Company: Charles Schwab
Posted on: November 19, 2021
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).
Workplace Flexibility Program: We're proud to support our employees
in a working approach that allows you to bring your best self to
work - whether that 's in the office or remote.
Most Schwabbies have the opportunity to voluntarily work in the
office or at home based on their preference, through the remainder
When the firm is ready to fully return to the office, employees
will have the flexibility of a hybrid work environment, spending
some time working remote and some time in the office.
Employees and managers can discuss and decide what works best for
them, with additional flexibility available based on their role,
business needs, and individual circumstances.
*Subject to change as Schwab is continually evaluating the current
environment in order to best care for the safety and well-being of
What you are good at
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
Additionally you will:
Assist participants placing stock, ETF, and mutual fund trades.
You will be educating participants concerning order types, market
mechanics, investing principals and enabling online access.
You also will research and respond to participant and trustee
issues relating to form submissions, transfers, and various other
You will collaborate with internal business partners and team
members to resolve sophisticated client inquiries, and develop
knowledge of Schwab products and services.
You will be answering retirement plan questions, while deepening
each participant relationship.
Professionals that champion their career development and
demonstrate success in serving our participants, will have
opportunities for promotion and increased compensation.
-Always put the client first. No matter what. - Charles Schwab
What you have
Active FINRA Series 7 and 63 licenses
Strong interpersonal, verbal, and written communication skills
An ownership mentality with a desire to continually develop and
Resilient demeanor to help achieve participant satisfaction in a
Positive demeanor, team orientation, passion, professionalism and
strong work ethic with high level of integrity
Ability to independently make decisions within general
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
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
Ideal candidates would have shown experience within Retirement Plan
Ability to adhere to structured work schedule. This is a
Why work for us? Own Your Tomorrow embodies everything we do! We
are committed to helping our employees ignite their potential and
achieve their dreams. Our employees get to play a central role in
reinventing a multi-trillion-dollar industry, creating a better,
more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower
you for today and tomorrow. We offer a competitive and flexible
package designed to help you make the most of your life at work and
at home -today and in the future. Explore further .
Schwab is committed to building a diverse and inclusive workplace
where everyone feels valued. As an Equal 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 the policy.
Schwab is an affirmative action employer, focused on advancing
women, racial and ethnic minorities, veterans, and individuals with
disabilities in the workplace. If you have a disability and require
reasonable accommodations in the application process, contact Human
Resources at email@example.com or call 800-275-1281
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal
Opportunity Employer. At TD Ameritrade we believe People Matter. We
value diversity and believe that it goes beyond all protected
classes, thoughts, ideas, and perspectives.
Keywords: Charles Schwab, Chandler , Specialist, Brokerage Services Rep, Sales , Chandler, Arizona
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