Specialist, CS&S Operational Support Team

Utilize a passion for client service, positive energy, and problem-solving skills to connect with our clients and colleagues via inbound and outbound callsAssist our internal and external clients with questions regarding Schwab account transactions, account update requests, and client correspondenceAssess and resolve client issues that relate to their retirement accounts and deliver unparalleled value and service in order to build and maintain client loyalty Help clients navigate Schwab products, services, and online tools Interact and collaborate with other team members to assist in attaining individual, team, and department objectivesManage multiple tasks effectively by balancing high productivity with excellent service qualityCross train with other teams to obtain additional skills in Retirement ServicesWork with both new and more tenured peers to provide support, mentoring and guidanceWhat you have

• Strong technical skills, including knowledge of Windows (XP), internet searching, database systems (Excel), email (Outlook), and Microsoft Teams
• 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 complex subjects such as IRS rules and regulations to client
• Ability to work a flexible shift in response to business demand
• Positive attitude, enthusiasm, professionalism, adaptable mindset, and strong work ethic with high level of integrity and ethics
• Well-developed organizational, time management, prioritization, and analytical skillsDesire to be crossed trained in the various Retirement Services functions
• The ability and desire to work cooperatively with team members
• Ability to set challenging goals and focus on achieving or exceeding them
• Proven leadership skills and experience
• Demonstrated desire to lead as well as challenge yourself to learn and grow in Retirement Services
  Required-

  At least 1 year of financial services experience and/or education in finance or a related industryPreferred - -

  Brokerage, banking, or related financial services experienceBachelor's degree in finance, economics, business administration, or related area preferredPrior experience in a Retirement Services role Desire to obtain FINRA Series 7 and 63 licensesIn addition to the salary range, this role is eligible for bonus or incentive opportunities.
  What's in it for youAt 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 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 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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