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 https://www.aboutschwab.com/leadership/charles-schwab 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.
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 http://www.aboutschwab.com/careers/lifeatschwab/" .
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.
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
Job Type: Full Time
Activation Date: Tuesday, September 12, 2017
Expiration Date: Wednesday, September 27, 2017