Client Service Professional - 401K

Charles Schwab
US - Oklahoma - Lindsay
June 28, 2024
Financial

Position Type:
Regular 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.
When you join us as a Client Service Professional in our Participant Services team, youre starting your career with 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 through inbound phone calls with participants of employer-sponsored retirement plans, 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 launch your career in financial services in a role where your growth and work is critical and valued, this may be the opportunity for you.
NOTE:
This position has an Aug.
26th, 2024 start date.
Shifts are assigned between 8:
00 AM and 7:
15pm Eastern; Monday - Friday and NOT available for 100% remote work.
campus What you have 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 Active and valid Series 7 & 63 licenses are beneficial but not required If you are not licensed and would like to obtain FINRA licenses, we have outlined a path for you to pursue your career interests In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Whats in it for you At Schwab, were committed to empowering our employees personal and professional success.
Our purpose-driven, supportive culture, and focus on your development means youll 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

Associated topics:
agent, commission, guest, health, life insurance agent, life insurance sales, phone, retail, sales associate, sell

Read the full job description and apply online on the recuiter's web-site

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