Your Opportunity

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.

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 work in the office and/or at home based on their preference*
• Employees may have the flexibility for a hybrid schedule, where they divide their time between working remotely or in the office.
• Employees and managers can discuss additional flexibility options based on their role, business needs, and individual circumstances.

• 
  Subject to change. Schwab is continually evaluating its approach to ensuring the safety and well-being of our employees.

NOTE: This position has a February 6, 2023 Start Date.

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 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