Customer Service Professional, Richfield 401K Dept.
Position Type:
RegularYour OpportunityAt 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.
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 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 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.
NOTE:
This position has a April 1st, 2024 Start Date.
#campusWhat you haveValidated 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 plusActive and valid Series 7 & 63 licenses are beneficial but not requiredIf you are not licensed and would like to obtain FINRA licenses, we have outlined a path for you to pursue your career interests In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for youAt 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 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 that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insuranceSalary:
$18 per hour.
Estimated Salary: $20 to $28 per hour based on qualifications.
RegularYour OpportunityAt 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.
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 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 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.
NOTE:
This position has a April 1st, 2024 Start Date.
#campusWhat you haveValidated 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 plusActive and valid Series 7 & 63 licenses are beneficial but not requiredIf you are not licensed and would like to obtain FINRA licenses, we have outlined a path for you to pursue your career interests In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for youAt 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 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 that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insuranceSalary:
$18 per hour.
Estimated Salary: $20 to $28 per hour based on qualifications.
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