Charles Schwab • Phoenix, AZ 85006 • Posted today
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As a Client Service Professional in the Participant Services team at Charles Schwab, you will have a direct impact on the lives of clients through providing best-in-class service and guidance on retirement plans. This role involves inbound phone calls with participants, offering long-term investing options and solutions, and requires ongoing training to become an expert in retirement products and services. The position offers a growth-focused environment with a mix of classroom, mentoring, and on-the-job learning.
When you join us as a Customer Service Professional in our Participant Services team, you’re starting your career with 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 through inbound phone calls with participants of employer-sponsored retirement plans, 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 launch your career in financial services in a role where your growth and work is critical and valued, this may be the opportunity for you.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
NOTE: This position has a Nov. 18th, 2024 start date. Shifts are assigned between 6:30AM and 7:00 PM Local AZ Time Monday - Friday and NOT available for 100% remote work.
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If you’re not a finance expert, that’s okay! People coming from many different experiences have found tremendous success here at Charles Schwab. This position provides a mix of instructor-led classroom training, mentoring, and on-the-job-learning in your first year.
Required Qualifications
Preferred Qualifications
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:
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