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Customer Service Professional, Richfield 401K Dept.

Employer
Charles Schwab
Location
Richfield, Ohio
Salary
USD $43,100 - $51,100 / Year
Closing date
May 23, 2024

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Job Role
Customer / Client Support Specialist
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Not necessary

Job Details

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.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 June 17th, 2024 start date. Shifts are assigned between 8:00 AM and 7:15pm Eastern; Monday - Friday and NOT available for 100% remote work.

#campus

What you have

  • 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
  • Active and valid Series 7 & 63 licenses are 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

 ~In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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

Company

Financial services can be complicated. Charles Schwab is trying to fix that. They have a history of challenging the status quo and innovating in ways that help individuals create a better tomorrow. Their purpose is to champion every client’s goals with passion and integrity, empowering them to take ownership of their financial future at every income level and life stage.

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