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