Licensed Customer Service Professional, 401K Department OH
Company: Charles Schwab
Location: Canal Fulton
Posted on: April 30, 2024
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Job Description:
Position Type: RegularYour 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 June 17th 2024 start date. Shifts are
assigned between 8:00 AM and 7:15pm Eastern, Monday - Friday and
NOT available for 100% remote work.
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
Keywords: Charles Schwab, Lorain , Licensed Customer Service Professional, 401K Department OH, Hospitality & Tourism , Canal Fulton, Ohio
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