What are the responsibilities and job description for the LICENSED 401K Customer Services Associate-Phoenix, AZ position at Charles Schwab?
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. 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 January 8th Start Date.
What you have
If you’re not a finance expert, that’s okay! People coming from many different experiences have found tremendous success here at Charles Schwab. This position provides a mix of instructor-led classroom training, mentoring, and on-the-job-learning in your first year.
Required Qualifications
- Series 7, 63 (or equivalent), required with registration in all 50 states
- Flexibility to work Monday-Friday anytime between 7:00am – 9:00pm CST based on contact center needs
Preferred Qualifications
- Strong candidates will have robust written and verbal communication skills. These are vital to the consultative process when recommending appropriate solutions while also educating our participants.
- Superior listening skills when analyzing account information to better understand client needs
- 1 year experience using computer applications at work or school
- Focused analytical skills and attention to detail to adhere to policies, procedures, and guidelines
- Ability to adapt and implement changes as market and business conditions evolve
- Receptive to mentoring and feedback for continuous improvement
- Bilingual in Spanish is a plus
