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
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;https://youtu.be/mxQ5p7PQyFQ
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;
nbsp;Once yoursquo;ve successfully earned your licenses, or if you already have them, your role will evolve and allow you to:
What you have: