What are the responsibilities and job description for the Retirement Specialist position at Charles Schwab?
Your Opportunity
Operational Services Retirement Services is the primary service and operations arm for Investor Services and Advisor Services. Retirement Services provides expertise on complex product and service questions for IRAs and Qualified Retirement Plans. We also handle certain retirement account processing. We inspire client loyalty by providing guidance and solutions to fulfill client needs and have a focus on employee development and collaboration.
About our 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, through the remainder of 2021.*
- 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.”
What you are good at
As a member of the Retirement Services teams, you will be responsible for assisting clients with questions and needs regarding their accounts in order to build and maintain client loyalty.
- Utilize a passion for client service, positive energy, and problem solving skills to connect with our clients via inbound and outbound calls
- Assist our internal and external clients with questions regarding Schwab account applications, account update requests as well as client correspondence
- Assess and resolve client issues that relate to retirement, helping them navigate Schwab products and services
- Help clients navigate our online tools and deliver unparalleled value and outstanding service to our clients in order to build and maintain client loyalty
- Interact with other team members to assist in attaining individual, team, and department objectives
- Manage multiple tasks effectively by balancing high productivity with excellent service quality
- Cross train with other teams to obtain additional skills in Retirement Services
- Work with new and other team members and peers to provide support, mentoring and guidance
- Show the desire to lead as well as challenge yourself to learn and grow in Retirement Services
- Work toward obtaining FINRA Series 7 & 63 licenses
What you have
Strong technical skills, including knowledge of Windows (XP), internet searching, database systems (Excel), and email (Outlook)- Passion for service with strong client-focus and the desire to help people
- Strong communication and relating skills with the ability to navigate and explain to clients complex subjects such as IRS rules and regulations
- Ability to work a flexible shift, in both hours and days, in response to business demand
- Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics
- Well-developed organizational, time management, prioritization, and analytical skills
- Preferred- brokerage or related financial services experience
- Preferred- Bachelor's degree in finance, economics, business administration, or related area preferred
- Preferred-Experience working with a document imaging system
- Strongly desired- Prior experience in Retirement or Estates
- 3-5 years' experience working in Financial Services, Banking or Brokerage, role
- Desire to be crossed trained in the various Retirement Services position
- Proven leadership skills and experience
- Active FINRA Series 7 and 63 preferred or the desire to obtain
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 applicantaccessibility@schwab.com or call 800-275-1281.
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.