LICENSED Client Service Professional - 401K
Company: Charles Schwab
Location: Phoenix
Posted on: October 22, 2024
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Job Description:
Position Type: RegularYour opportunityAs 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 2423 E. Lincoln, PHX and has a Jan. 13th, 2025 start
date. Shifts are assigned between 6:30 AM and 8:00pm AZ Time,
Monday - Friday and is open to hybrid work post training. -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
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:
Keywords: Charles Schwab, Surprise , LICENSED Client Service Professional - 401K, Other , Phoenix, Arizona
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