What are the responsibilities and job description for the Specialist, Brokerage Service Representative - 401k and HSA position at Charles Schwab?
About this role
We're looking for a Specialist, Brokerage Service Representative to join our team at Charles Schwab. As a key member of our Personal Choice Investment Services (PCIS) Participant Services team, you'll work directly with clients including plan participants, trustees, Third-Party Administrators (TPAs), and advisors through inbound and outbound calls, emails, chat, and letters.
Key responsibilities include providing world-class client service via phone, email, and chat while establishing and cultivating relationships; processing service inquiries as well as equity ETF option mutual fund transactions; adhering to all company policies procedures ; contacting Participants Advisors Trustees by phone or email to resolve Back Office issues Process create applicable cases various workflows Mitigate risk following trading policies procedures escalating management System cleanup projects Call out campaigns Attend participate Team Meetings Huddles Miscellaneous tasks assigned managementThe ideal candidate will possess active series 7 & 63/66 licenses be able recognize client needs quickly respond those needs courteous professional manner accurately determine client needs achieve problem resolution Recognize opportunities improvement recommend changes current processes procedures enhance personal organizational effectiveness efficiency Capable maintaining professional attitude exhibiting emotional intelligence Knowledge securities industry Strong Technical skill ability quickly assimilate understand systems used throughout company Proficient typing skills using Schwab Systems Able handle ever-changing environment Adept teamwork multiple locations Six months Client Service experience Three six months Trading experience In addition competitive benefits package that takes care whole today future:401(k)withcompany match Employee stock purchase plannotificationsending udates also Offer What's it you At Schwab empower shape your future Champion growth meaningful continuous learning culture trust collaboration so can build skills make lasting impact Our Hybrid Work Flexibility approach balances ongoing commitment workplace flexibility serving clients strong belief value being together person regular basis offer competitive benefits package takes care whole today future:401(k)matchstockpurchaseplanpaid time vacation volunteering daysabbaticalafterevery5years elpositionsfor eligible positions paid parental leave family building beneftiestuition reimbursement health dental vision insurance