Specialist, Brokerage Service Rep
Company: Careerbuilder-US
Location: Louisville
Posted on: January 26, 2023
Job Description:
Position Type: RegularYour OpportunityCharles 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). -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
-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 work in the office
and/or at home based on their preference*Employees may have the
flexibility for a hybrid schedule, where they divide their time
between working remotely or in the office.Employees and managers
can discuss additional flexibility options based on their role,
business needs, and individual circumstances. -*Subject to change.
Schwab is continually evaluating its approach to ensuring the
safety and well-being of our employees --- -What you are good
atYour 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.
- Assisting participants placing stock, ETF, and mutual fund
trades
- Educating participants concerning order types, market
mechanics, investing principals and enabling online access
- Researching and responding to participant and trustee issues
relating to form submissions, transfers, and various other
operational items
- Collaborating with internal business partners and team members
to resolve sophisticated client inquiries, and developing knowledge
of Schwab products and services
- Answering retirement plan questions, while deepening each
participant relationshipWhat you have
- Active FINRA Series 7 and 63/66 licenses
- 2-4 years of brokerage experience
- 2-4 yeas of retirement plan experience strongly preferred
- Proficiency in MS Office and the aptitude to learn new
programs, as well as easily utilize multiple applications
simultaneously
- Strong interpersonal, verbal, and written communication
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
- 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 proven experience within Retirement
Plan Services
- Ability to adhere to structured work schedule. This is a
phone-based positionIn addition to the salary range, this role is
also eligible for bonus or incentive opportunitiesWhy 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
.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 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 or call .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.SDL2017
Keywords: Careerbuilder-US, Omaha , Specialist, Brokerage Service Rep, Sales , Louisville, Nebraska
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