Participant Services Associate

Charles Schwab   •  

Richfield, OH

5 - 7 years

Posted 269 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 66, FINRA Series 7
Position Located In:
OH - Richfield
Job Type:
Full Time

Our Opportunity:

Looking for a career with purpose?  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.  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.

Our investment in you and your career begins with a learning and career development experience 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.

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

Our employees on what it’s like to work at Schwab:

What you’ll do:

As a member of the Participant Services (PS) department in Retirement Plan Services (RPS) you’ll partner with participants of employer sponsored retirement plans, in an inbound call center environment, educating them on the specific details of their plan.  Additionally you will educate them on all available tools and resources to help them reach their retirement and other financial 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:

    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 participant’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

 Once you’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 66 licenses, or the ability to successfully pass and obtain these licenses under a condition of employment
    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
    Bachelor’s degree highly preferred