Participant Services Associate

Charles Schwab   •  

Phoenix, AZ

5 - 7 years

Posted 236 days ago

This job is no longer available.

Job ID:
Job Category:
Customer Service/Client Service
Relevant Work Experience:
Trading-6+ yrs, Retirement Services-less than 2yrs, Retirement Services-2-5 yrs, Business Development and Sales-less than 2 yrs, Business Development and Sales-6+ yrs, Trading-2-5 yrs, Business Development and Sales-2-5 yrs, Customer Service-less than 2 yrs, Brokerage Operations-2-5 yrs, Brokerage Operations-less than 2yrs, Brokerage Operations-6+ yrs, Retirement Services-6+ yrs, Financial Services-6+ yrs, Campus Programs, Trading-less than 2 yrs, Customer Service-6+ yrs, Customer Service-2-5 yrs, Accounting and Finance-2-5 yrs, Financial Services-less than 2 yrs, Accounting and Finance-6+ yrs, Financial Services-2-5 yrs, Accounting and Finance-less than 2 yrs
Current Licenses / Certifications:
FINRA Series 7
Position Located In:
AZ - Phoenix
Job Type:
Full Time

Our Opportunity:

Looking for a career with purpose?nbsp; Consider opportunities within our Participant Services (PS) team of financial service professionals, providing participants of employer sponsored retirement plans with guidance and solutions using advanced technology to deliver best-in-class service.nbsp; Joining the PS Team is a great start to your Schwab career, as it will set the foundation for further growth and development as a financial professional.nbsp;

Our investment in you and your career begins with a learning and career developmentexperience designed to support you through various stages of training and skills development. Your team manager will act as a dedicated coach along with colleagues and internal business partners to support you in further developing your business acumen and financial knowledge.

ldquo;Participant Services Representatives are in a unique position. The moment you start the role you immediately have the opportunity to make a difference ndash; a difference for our participants, department and our own professional growth.rdquo; ndash; Michelle Gonzalez, Sr. Specialist Quality Assurance, Participant Services

Our employees on what itrsquo;s like to work at Schwab:nbsp;

What yoursquo;ll do:

As a member of the Participant Services (PS) department innbsp;Retirement Plan Servicesnbsp;(RPS) yoursquo;ll partner with participants of employer sponsored retirement plans, in an inbound call center environment, educating them on the specific details of their plan.nbsp; Additionally you will educate them on all availablenbsp;tools and resourcesnbsp;to help them reach their retirement and otherfinancial goals.

Your career will begin as a Participant Services Associate building trust and inspiring confidence through exceptional service, one connection at a time. Additionally, you will:nbsp;

  • Complete a mix of instructor led classroom training and on-the-job learning (OJL) in your first year
  • Learn about the fascinating world of financial services and the unique position Schwab has in the industry
  • Perform in a fast paced, inbound service center environment representing Schwab in every interaction
  • Use a consultative approach to identify needs and position solutions for our participants
  • Practice active listening and open ended dialogue, to gain a thorough understanding of participants financial needs
  • Care enough to ask the difficult questions knowing that just one question, the right question, can change a participantrsquo;s future
  • Resolve participant issues by leveraging technology and business experts within Schwab to identify efficient and effective methods to meet participant goals
  • Evolve with our blended roles (for example chat, email communication, advice, coaching) by acquiring new skills and knowledge needed to grow both personally and professionally
  • Work individually as well as in a team environment

nbsp;Once yoursquo;ve successfully earned your licenses, or if you already have them, your role will evolve and allow you to:

  • Engage in more complex dialogue regarding retirement plan topics and financial situations
  • Position solutions to participants which align to their goals and promote Schwab growth
  • Execute trades
  • Work towards becoming a Specialist or Sr. Specialist in the department

What you have:

  • Successful completion of our Client Focus Assessment which measures potential talent and role fit
  • Active Series 7 and 63 licenses, or the ability to successfully pass and obtain these licenses under a condition of employmentnbsp;
  • Proven strong verbal and written communication skills
  • Demonstrated passion for helping, servicing, and educating others; strong participant-focus and the desire to build relationships during each interaction
  • Ability to use active listening skills and analyze participant account information to better understand their needs, motivations and objectives.
  • Ability to quickly learn new technology and utilize a variety of data and systems in order to proactively identify solutions to participant financial needs
  • Strong analytical skills and attention to detail in order to adhere to policies, procedures and guidelines
  • Proven work ethic with a high level of integrity to build trust with our participant and colleagues
  • Ability to adapt and implement changes as market and business conditions evolve
  • Embrace coaching and feedback for continuous improvement
  • Bilingual in Spanish a plus
  • Bachelorrsquo;s degree highly preferrednbsp;