Licensed Customer Service Professional, 401K Department
Company: Charles Schwab
Location: Glendale
Posted on: May 24, 2023
Job Description:
Position Type: RegularYour OpportunityAs a member of the
Participant Services team, you will speak with participants of
employer-sponsored retirement plans by phone to provide guidance
and solutions. This is a team-based environment as you have
one-on-one interactions with employees of Schwab sponsored plans.
The Associate will build knowledge and skills with ongoing
classroom and hands-on training to become a subject matter
authority on retirement products and services. Throughout your time
in the role you will:
- Complete a mix of instructor-led classroom training and
on-the-job-learning in your first year.
- Grow your knowledge of the financial services industry and
Schwab's unrivaled position.
- Perform in a fast-paced, inbound service center environment
representing Schwab in every interaction.
- Consult with participants in retirement plans to identify needs
and offer solutions.
- Care enough to ask the difficult questions knowing that just
one question, the right question, can change a participant's
future.
- Work toward career advancement and development
opportunities.NOTE: This position has aa August 7th, 2023 Start
Date.What you are good atOur goal is that through providing
best-in-class service, you are able to earn the trust and
dedication of our participants. Some of the unrivaled aspects about
this role and the support you receive to achieve this include
non-scripted calls and focus on providing you tailored feedback and
mentoring. We want you to bring your personality to your calls and
invest in your development to help achieve participant
satisfaction. -Throughout these conversations you will:
- Educate participants: Engage participants in discussions
involving retirement savings and long-term investing.
- Provide a compass that points toward doing right by
participants at every opportunity to change their future.
- Use investigative skills: Resolve participant issues by using
technology and business authorities within Schwab to identify
efficient and effective methods to meet client goals.
- Be consultative: Recommend appropriate solutions to
participants which align to their goals and promote Schwab
growth.
- Build positive relationships: Work in a team-based environment
with a diverse group of associates focused on meeting the needs of
the company and participants.
- Have a defined model of success: Participate in our
pay-for-performance culture where employees feel empowered to own
their career with a focus on addressing participants' needs,
personalizing each interaction, and valuing participants and their
time.This position is not a Contract role. -What you have
- Series 7, 63 (or equivalent), required with registration in all
50 states.
- 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
- If you are not licensed and would like to obtain FINRA
licenses, we have outlined a path for you to pursue your career
interestsIn addition to the salary range, this role is also
eligible for bonus or incentive opportunities.
Keywords: Charles Schwab, Glendale , Licensed Customer Service Professional, 401K Department, Hospitality & Tourism , Glendale, Arizona
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