At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
As a Licensed Customer Service Professional within our Participant Services team, you have the opportunity to bring your expertise to 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 expand your knowledge and skillset in a role where your work is critical and valued, this may be the role for you.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
NOTE: The office is located at 2309 Gracy Farms Lane, Austin TX and has a start date of Feb 10th, 2025. The position is open to hybrid work post training. Shifts are assigned between 7:00 AM and 9:00pm Central; Monday - Friday.
What you haveIf you’re not a finance expert yet, 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
Series 7, 63 (or equivalent), required with registration in all 50 statesFlexibility to work Monday-Friday anytime between 7:00am – 9:00pm CST based on contact center needsPreferred Qualifications
Strong candidates will have robust written and verbal communication skills. These are vital to the consultative process when recommending appropriate solutions while also educating our participants. Superior listening skills when analyzing account information to better understand client needsMinimum 1 year experience using computer applications at work or schoolFocused analytical skills and attention to detail to adhere to policies, procedures, and guidelinesAbility to adapt and implement changes as market and business conditions evolveReceptive to mentoring and feedback for continuous improvementBilingual in Spanish is a plus Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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