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. As a Licensed Customer Service Professional within our Participant Services team, you have the opportunity to bring your expertise to a firm that will champion your development in a collaborative, growth-focused environment. Your daily interactions will be through inbound phone calls with particip... more details
Licensed Client Service Professional, 401K Department
Job LocationsUS-OH-Richfield
Requisition ID
2023-93017
Posted Date
14 hours ago(6/10/2024 7:22 PM)
Category
Customer Service/Client Service
Salary Range
USD $46100.00 - $54100.00 / Year
Application deadline
7/1/2024
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.
As a Licensed Customer Service Professional within our Participant Services team, you have the opportunity to bring your expertise to a firm that will champion your development in a collaborative, growth-focused environment. Your daily interactions will be through inbound phone calls with participants of employer-sponsored retirement plans, providing guidance and solutions, as well as long-term investing options. Your daily interactions will be with participants of employer-sponsored retirement plans over the phone, providing guidance and solutions, as well as long-term investing options. As you build your knowledge and skills with ongoing classroom and hands-on training, you will become a subject matter authority on retirement products and services, consulting with participants in retirement plans to identify needs and offer solutions that can change their futures. If you are looking to expand your knowledge and skillset in a role where your work is critical and valued, this may be the role for you.
NOTE: This position has an Aug. 26th 2024 start date. Shifts are assigned between 8:00 AM and 7:15pm Eastern, Monday - Friday and NOT available for 100% remote work.
What you have
Series 7, 63 (or equivalent), required with registration in all 50 states.
Validated strong verbal and written communication skills
Proven passion for helping, servicing and educating others; strong client-focus and the desire to form relationships during each interaction
Superior listening skills and analyzing account information to better understand client needs
Strong analytical skills and attention to detail in order to adhere to policies, procedures and guidelines
Ability to adapt and implement changes as market and business conditions evolve
Adopt mentoring and feedback for continuous improvement
Bilingual in Spanish a plus
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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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.
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