Client Service Professional - 401K
Your Opportunity
Your opportunity
When you join us as a Customer Service Professional in our Participant Services team, you’re starting your career with a firm that will champion your development in a collaborative, growth-focused environment. In this role, your work has a direct impact on the lives of clients; our goal is that through providing best-in-class service, and caring enough to ask the difficult questions, you can earn the trust and dedication of our participants. 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. 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 launch your career in financial services in a role where your growth and work is critical and valued, this may be the opportunity for you.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
NOTE: This position has a Nov. 18th, 2024 start date. Shifts are assigned between 6:30AM and 7:00 PM Local AZ Time Monday - Friday and NOT available for 100% remote work.
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What you have
If you’re not a finance expert, that’s okay! People coming from many different experiences have found tremendous success here at Charles Schwab. This position provides a mix of instructor-led classroom training, mentoring, and on-the-job-learning in your first year.
Required Qualifications
- Flexibility to work Monday-Friday any time between 6:30am-8:00pm Local AZ Time based on contact center needs
Preferred Qualifications
- Strong candidates will have robust written and verbal communication skills. These are vital to the consultative process when recommending appropriate solutions while also educating our participants.
- 1 year experience using computer applications at work or school
- Superior listening skills when analyzing account information to better understand client needs
- Focused analytical skills and attention to detail to adhere to policies, procedures, and guidelines
- Ability to adapt and implement changes as market and business conditions evolve
- Receptive to mentoring and feedback for continuous improvement
- Bilingual in Spanish is a plus
- Active and valid Series 7 & 63 license is beneficial but not required
- If you are not licensed and would like to obtain FINRA licenses, we have outlined a path for you to pursue your career interests
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
What you are good at
What you have
If you’re not a finance expert, that’s okay! People coming from many different experiences have found tremendous success here at Charles Schwab. This position provides a mix of instructor-led classroom training, mentoring, and on-the-job-learning in your first year.
Required Qualifications
- Flexibility to work Monday-Friday any time between 6:30am-8:00pm Local AZ Time based on contact center needs
Preferred Qualifications
- Strong candidates will have robust written and verbal communication skills. These are vital to the consultative process when recommending appropriate solutions while also educating our participants.
- 1 year experience using computer applications at work or school
- Superior listening skills when analyzing account information to better understand client needs
- Focused analytical skills and attention to detail to adhere to policies, procedures, and guidelines
- Ability to adapt and implement changes as market and business conditions evolve
- Receptive to mentoring and feedback for continuous improvement
- Bilingual in Spanish is a plus
- Active and valid Series 7 & 63 license is beneficial but not required
- If you are not licensed and would like to obtain FINRA licenses, we have outlined a path for you to pursue your career interests
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.