Trader (Institutional Municipal Bonds) is responsible for the timely buying and selling of institutional municipal bonds. Reviews orders to ensure accuracy, proper record keeping, and conformance to regulations. Being a Trader (Institutional Municipal Bonds) evaluates market volatility and ensures clients receive the best rate available. Requires a bachelor's degree in area of specialty or in a related area and may require state licensure. Additionally, Trader (Institutional Municipal Bonds) typically reports to a manager or head of a unit/department. The Trader (Institutional Municipal Bonds) work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Trader (Institutional Municipal Bonds) typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)
Your Opportunity
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 :
What you have
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.
Last updated : 2024-05-23