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:

  • Comprehensive Compensation and Benefits package.

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.

  • Not just a job, but a career, with an opportunity to do the best work of your life.

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