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: The office is located at 4150 Kinross Lakes Parkway, Richfield OH. This position has an Jan. 13th, 2025 start date. Shifts are assigned between 8:00 AM and 7:15pm Eastern; Monday - Friday and available for hybrid work post training.
What you have Series 7, 63 (or equivalent), required with registration in all 50 states.Validated strong verbal and written communication skillsProven passion for helping, servicing and educating others; strong client-focus and the desire to form relationships during each interactionSuperior listening skills and analyzing account information to better understand client needsStrong analytical skills and attention to detail in order to adhere to policies, procedures and guidelinesAbility to adapt and implement changes as market and business conditions evolveAdopt mentoring and feedback for continuous improvementBilingual in Spanish a plusIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed 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. Application FAQs
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