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At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Personal Choice Investment Services (PCIS) helps companies, and their employees manage brokerage-related products and services in their retirement plans. PCIS is growing rapidly by providing an industry leading platform to better serve the retirement plan needs of Plan Sponsors, Participants, Third-Party Administrators (TPAs) and Investment Advisors.
As an iPCRA Institutional Specialist, you will provide a wide range of service and operational support to PCIS clients (Plan Sponsors, Participants, TPAs and Advisors) to enhance the client experience and increase loyalty. Analyze and respond to client issues related to account management, problem resolution, money transfers, account transfers, trading resolution and/or solution-based service enhancements. Identify opportunities to expand existing relationships through service quality, delivery of timely and accurate information in response to inquiries and/or service issues.
Responsibilities for the iPCRA Institutional Specialist include, but not limited to:
Full Time
Securities
$57k-75k (estimate)
05/10/2024
05/28/2024
aboutschwab.com
SAN FRANCISCO, CA
15,000 - 50,000
1986
WALTER W BETTINGER II
$10B - $50B
Securities