#2024-104135
on employee development and collaboration.
Are you passionate about making a positive impact? Are you interested in helping people accomplish their retirement goals? Do you enjoy problem solving or educating others?
As a member of the Retirement Services team, you will be responsible for assisting clients with questions and needs regarding their accounts in order to build and maintain client loyalty.
What You Would Do Day to Day
Utilize a passion for client service, positive energy, and problem-solving skills to connect with our clients and colleagues via inbound and outbound calls
Assist our internal and external clients with questions regarding Schwab account transactions, account update requests, and client correspondence
Assess and resolve client issues that relate to their retirement accounts and deliver unparalleled value and service in order to build and maintain client loyalty
Help clients navigate Schwab products, services, and online tools
Interact and collaborate with other team members to assist in attaining individual, team, and department objectives
Manage multiple tasks effectively by balancing high productivity with excellent service quality
Cross train with other teams to obtain additional skills in Retirement Services
Work with both new and more tenured peers to provide support, mentoring and guidance
What you have
Strong technical skills, including knowledge of Windows (XP), internet searching, database systems (Excel), email (Outlook), and Microsoft Teams
Passion for service with strong client-focus and the desire to help people
Strong communication and relating skills with the ability to navigate and explain complex subjects such as IRS rules and regulations to client
Ability to work a flexible shift in response to business demand
Positive attitude, enthusiasm, professionalism, adaptable mindset, and strong work ethic with high level of integrity and ethics
Well-developed organizational, time management, prioritization, and analytical skillsDesire to be crossed trained in the various Retirement Services functions
The ability and desire to work cooperatively with team members
Ability to set challenging goals and focus on achieving or exceeding them
Proven leadership skills and experience
Demonstrated desire to lead as well as challenge yourself to learn and grow in Retirement Services
Required-
At least 1 year of financial services experience and/or education in finance or a related industry
Preferred -
Brokerage, banking, or related financial services experience
Bachelor's degree in finance, economics, business administration, or related area preferred
Prior experience in a Retirement Services role
Desire to obtain FINRA Series 7 and 63 licenses
In addition to the salary range, this role is 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: