Charles Schwab Retirement Services Specialist in Richfield, Ohio


Richfield - OH, OHRICH, 4150 Kinross Lakes Pkwy, 44286

Christal Lynn Fortunato


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

PCRA (Personal Choice Retirement Accounts) Services supports all operational processing, conversions and client services associated with several distribution channels. The position will offer the ability to learn each facet of the business and require the flexibility to assist in the servicing of our clients throughout the retirement plan industry.

What you’ll do:

This position will initially be operational in nature with responsibilities ranging from new account opening to cashiering and the processing of client documents and forms. This will afford you the opportunity to learn the PCRA business and provide a foundation for taking on additional responsibilities working directly with our internal and external clients in both the conversion and ongoing servicing of our retirement partners.

What you have:

  • Ability and willingness to learn and take on new challenges

  • General knowledge of Schwab Retirement Business & SRI

  • Knowledge of Schwab Operations and Systems - ACE/SWISS, Client Central, Extra/Legacy/Beta, Cashiering, New Accounts (Not All Required)

  • Microsoft Office - particularly Excel

  • Great Teammate and Business Partner

  • Excellent Communications Skills

  • Client-focused with Great Initiative

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

Learn more about Life@Schwab at" .

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.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Retirement Services-2-5 yrs, Retirement Services-6+ yrs

Position Located In: OH - Richfield, OH - Akron, OH - Cleveland

Education: BA/BS

Job Type: Full Time

Category:Retirement Services

Activation Date: Tuesday, September 12, 2017

Expiration Date: Wednesday, September 27, 2017

Apply Here