LICENSED 401K Customer Services Associate-Phoenix, AZ

Company: Charles Schwab
Location: Phoenix
Posted on: April 17, 2024

Job Description:

Position Type: RegularYour Opportunity


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 with participants of employer-sponsored retirement plans over the phone, 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: This position has a June 17th, 2024 start date. Shifts are assigned between 6:30 AM and 7:00pm AZ Time, Monday - Friday and NOT available for 100% remote work.

What you have


If 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 states
Flexibility to work Monday-Friday anytime between 6:30am - 7:00pm Local AZ Time based on contact center needs

Preferred 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 needs
Minimum 1 year experience using computer applications at work or school
Focused analytical skills and attention to detail to adhere to policies, procedures, and guidelines
Ability to adapt and implement changes as market and business conditions evolve
Receptive to mentoring and feedback for continuous improvement
Bilingual in Spanish is a plus


What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance


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