LICENSED 401K Customer Services Associate-Phoenix, AZ
Company: Charles Schwab
Location: Phoenix
Posted on: April 17, 2024
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Job Description:
Position Type: RegularYour 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.
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. 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 expand your knowledge
and skillset in a role where your work is critical and valued, this
may be the role for you.
In addition to the salary range, this role is also eligible for
bonus or incentive opportunities.
NOTE: This position has a June 17th, 2024 start date. Shifts are
assigned between 6:30 AM and 7:00pm AZ Time, Monday - Friday and
NOT available for 100% remote work.
What you have
If you're not a finance expert yet, 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
Series 7, 63 (or equivalent), required with registration in all 50
states
Flexibility to work Monday-Friday anytime between 6:30am - 7:00pm
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.
Superior listening skills when analyzing account information to
better understand client needs
Minimum 1 year experience using computer applications at work or
school
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
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
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