Your opportunity

At Schwab, youre 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.

NOTE: This position has a June 17th 2024 start date. Shifts are assigned between 8:00 AM and 7:15pm Eastern, Monday - Friday and NOT available for 100% remote work.

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

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.