Licensed Client Service Professional, 401K Department

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Job description

Position Type: Regular
Your 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. Your daily interactions will be through inbound phone calls with participants of employer-sponsored retirement plans, providing guidance and solutions, as well as long-term investing options. 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: The office is located at 4150 Kinross Lakes Parkway, Richfield OH. This position has an Jan. 13th, 2025 start date. Shifts are assigned between 8:00 AM and 7:15pm Eastern; Monday - Friday and available for hybrid work post training.

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.

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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