Schwab Trading Services includes access to StreetSmartÂ® trading platforms, the Schwab Trading Community, and priority access to Schwab trading specialists. Call 888-245-6864 to request access (a Schwab brokerage account is required). There are no fees to use Schwab Trading Services. Other account fees, optional data fees, fund expenses, and brokerage commissions may apply.
A sales associate is responsible for sales in their department or store. They drive sales and usually provide reports and marketing support for the company. Edit
Product associates often seek new assets to put into their fund and have a strong understanding of the fund's investment performance as well as external markets. 1.5 How to Build a Book. As a sales associate in Private Wealth Management, phone calls and networking are critical. Sales associates are constantly trying to determine ways to get in front of the money (potential clients).