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Retirement Services Specialist

Company: Charles Schwab
Location: Phoenix
Posted on: February 16, 2020

Job Description:

Your OpportunityOperational Services Retirement Services is the primary service and operations arm for Investor Services and Advisor Services. Retirement Services provides expertise on complex product and service questions for IRAs and Qualified Retirement Plans. We also handle certain retirement account processing. We inspire client loyalty by providing guidance and solutions to fulfill client needs and have a focus on employee development and collaboration.What youre good atAs a member of the Retirement Services teams, you will be responsible for assisting clients with questions and needs regarding their accounts in order to build and maintain client loyalty.

  • Utilize a passion for client service, positive energy, and problem solving skills to connect with our clients via inbound and outbound calls
  • Assist our internal and external clients with questions regarding Schwab account applications, account update requests as well as client correspondence
  • Assess and resolve client issues that relate to retirement, helping them navigate Schwab products and services
  • Help clients navigate our online tools and deliver unparalleled value and outstanding service to our clients in order to build and maintain client loyalty
  • Interact with other team members to assist in attaining individual, team, and department objectives
  • Manage multiple tasks effectively by balancing high productivity with excellent service quality
  • Cross train with other teams to obtain additional skills in Retirement Services
  • Work with new and other team members and peers to provide support, mentoring and guidance
  • Show the desire to lead as well as challenge yourself to learn and grow in Retirement Services
  • Work toward obtaining FINRA Series 7 & 63 licensesWhat you have
    • Strong technical skills, including knowledge of Windows (XP), internet searching, database systems (Excel), and email (Outlook)
    • Passion for service with strong client-focus and the desire to help people
    • Strong communication and relating skills with the ability to navigate and explain to clients complex subjects such as IRS rules and regulations
    • Ability to work a flexible shift, in both hours and days, in response to business demand
    • Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics
    • Well-developed organizational, time management, prioritization, and analytical skills
    • Preferred- brokerage or related financial services experience
    • Preferred- Bachelor's degree in finance, economics, business administration, or related area preferred
    • Preferred-Experience working with a document imaging system
    • Strongly desired- Prior experience in Retirement or Estates
    • Desire to be cross trained in Retirement Services
    • Proven leadership skills and experience
    • Experience working in service and support to other team members and peers
    • Preferred- Active FINRA Series 7 and 63 preferred or the desire to obtain these in the Specialist roleRepresentatives primarily work between the hours of 8:30 am 6:30 pm EST . Because clients may connect with us at all times of day, representatives need to be flexible with changes to their hours and schedule.Apply for this jobRefer a friendWhy Schwab?At Schwab, Own Your Tomorrow embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. Were a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.Hear from employees:: a package designed to empower your health, wealth, career and life.Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law.Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.Job Locations US-AZ-PhoenixRequisition ID 2020-51130Posted Date 1 week ago (2/3/2020 1:03 PM)Category OperationsPosition Type Full time

Keywords: Charles Schwab, Phoenix , Retirement Services Specialist, Other , Phoenix, Arizona

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