Client Service Professional - 401K

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 Client 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.

NOTE : This position has an Nov. 18th, 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.

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.