Charles Schwab Brokerage Specialist - Retirement Plan Services in Richfield, Ohio

Our Opportunity:

Are you ready to join an exciting and small yet dynamic team? As a Retirement Plan Specialist you will work with multiple client groups including retirement plan sponsors, participants, and recordkeepers while delivering on Schwab’s purpose of championing every client’s goals with passion and integrity.

What you’ll do:

The Schwab Personal Choice Retirement Account® (PCRA) is a self-directed brokerage account that is typically linked to a 401(k) plan. In this role, you will be managing inbound calls, emails and chats from retirement plan participants, 3 rd party administrators, and recordkeeping partners. You are responsible for wearing multiple hats, such as assisting with trades, enabling online access, answering general retirement plan questions, operational issues, and other participant service issues. This team is responsible for servicing over $30 billion in retirement assets.

What you have:

The ideal candidate will have:

  • Active FINRA Series 7 & 63/66 licenses

  • Bachelor’s degree in a related field or equivalent work experience

  • Proven experience within Retirement Services, preferably in a customer service role

  • Strong interpersonal, verbal, and written communication

  • Exceptional customer service focus

  • Strong team orientation with a strong work ethic

  • Ability to manage complex work and be self-directed

  • Effective listening and probing skills to understand needs and provide solutions to participants

  • Working knowledge of computer and software applications

What you’ll get:

Sabbatical Program, Employee Wellness Program, Volunteer Time, Tuition Reimbursement, Employee Resource Groups and --- the opportunity to do the best work of your life!

  • Financial Fitness: 401k Match, Employee Discounts, Personalized Advice, Brokerage Discounts

  • Culture of employee development and promoting from within

  • The ability to earn an annual bonus based on company results and personal performance

  • Learn more about Life@Schwab at https://www.aboutschwab.com/work-at-schwab

  • See Charles Schwab Benefits at https://www.aboutschwab.com/images/uploads/inline/schwab-benefits-guide-2016.pdf for more details

  • Hear from our employees at http://tiny.cc/e26a0x on what it’s like to work at Schwab

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Position Located In: AZ - Phoenix, OH - Richfield