As 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:
NOTE: This Position has an August 7th Start Date
Our 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:
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
Maternity leave coaching
Backup child care
Remote work policy
Short term disability
Charles Schwab was founded on the idea that everyone should have the opportunity to own their future – and that principle still guides our firm today. As an industry innovator recognized for excellence in service, our clients trust us to provide the guidance needed to help them reach their unique financial goals. Working at Schwab means joining a team where everyone is empowered to build a diverse, rewarding career. We succeed together through our inclusive, collaborative culture that’s focused on one common goal: to make a difference in the lives of the people we serve.