Customer Service Professional, 401K Department
Company: Charles Schwab
Location: Dripping Springs
Posted on: January 25, 2023
Job Description:
Position Type: Regular Your Opportunity Workplace Flexibility
Program: We're proud to support our employees in a working approach
that allows you to bring your best self to work - whether that's in
the office or remote.
- Most Schwabbies have the opportunity to voluntarily work in the
office or at home based on their preference.
- When the firm is ready to fully return to the office, employees
will have the flexibility of a hybrid work environment, spending
some time working remote and some time in the office.
- Employees and managers can discuss and decide what works best
for them, with additional flexibility available based on their
role, business needs, and individual circumstances. Subject to
change as Schwab is continually evaluating the current environment
in order to best care for the safety and well-being of our
employees. 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:
- Complete a mix of instructor-led classroom training and
on-the-job-learning in your first year.
- Grow your knowledge of the financial services industry and
Schwab's unrivaled position.
- Perform in a fast-paced, inbound service center environment
representing Schwab in every interaction.
- Consult with participants in retirement plans to identify needs
and offer solutions.
- Care enough to ask the difficult questions knowing that just
one question, the right question, can change a participant's
future.
- Work toward career advancement and development opportunities.
NOTE: This is not a contract role. What you are good at 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:
- Educate participants: Engage participants in discussions
involving retirement savings and long term investing.
- Provide a compass that points toward doing right by
participants at every opportunity to change their future.
- Use investigative skills: Resolve participant issues by using
technology and business authorities within Schwab to identify
efficient and effective methods to meet client goals.
- Be consultative: Recommend appropriate solutions to
participants which align to their goals and promote Schwab
growth.
- Build positive relationships: Work in a team based environment
with a diverse group of associates focused on meeting the needs of
the company and participants.
- Have a defined model of success: Participate in our
pay-for-performance culture where employees feel empowered to own
their career with a focus on addressing participants' needs,
personalizing each interaction, and valuing participants and their
time. 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 license is 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 This is not a contract role. In addition to the salary
range, this role is also eligible for bonus or incentive
opportunities. Why work for us? Own Your Tomorrow embodies
everything we do! We are committed to helping our employees ignite
their potential and achieve their dreams. Our employees get to play
a central role in reinventing a multi-trillion-dollar industry,
creating a better, more modern way to build and manage
wealth.Benefits: A competitive and flexible package designed to
empower you for today and tomorrow. We offer a competitive and
flexible package designed to help you make the most of your life at
work and at home-today and in the future. Explore further .Schwab
is committed to building a diverse and inclusive workplace where
everyone feels valued. As an Equal Opportunity Employer, our policy
is to provide equal employment opportunities to all employees and
applicants without regard to any status that is protected by law.
Please click here to see the policy. Schwab is an affirmative
action employer, focused on advancing women, racial and ethnic
minorities, veterans, and individuals with disabilities in the
workplace. If you have a disability and require reasonable
accommodations in the application process, contact Human Resources
at or call .TD Ameritrade, a subsidiary of Charles Schwab, is an
Equal Opportunity Employer. At TD Ameritrade we believe People
Matter. We value diversity and believe that it goes beyond all
protected classes, thoughts, ideas, and perspectives.
Keywords: Charles Schwab, Austin , Customer Service Professional, 401K Department, Hospitality & Tourism , Dripping Springs, Texas
Didn't find what you're looking for? Search again!
Loading more jobs...