Charles Schwab Senior Specialist Retirement Services - Phoenix AZ in Phoenix, Arizona


Phoenix - AZ, PHXPEAK, 2423 E Lincoln Dr, 85016-1215

Laurie Williams


Our Opportunity:

Operational 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 you’ll do:

As 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. As a leader in the group you will be expected to foster a team environment and lead by example.

  • Utilize a passion for client service, positive energy, and problem solving skills to connect with our clients via inbound and outbound calls

  • 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

  • Work in unison with the Team Manager to coach and develop team members to achieve their goals and expectations.

  • Assist team manager and other members of leadership to maintain service level

  • Develop and maintain business partnerships throughout the company

  • Mitigate risk to the firm and client through analytical thinking and complex problem solving

  • Provides feedback to peers when appropriate

  • Ensures that daily work is processed in a timely manner by monitoring workflow and making timely decisions regarding queue management

What you have:

  • 5+ years experience in Finanical Services, Brokerage, Banking or industry related field

  • 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- 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

  • Proven leadership skills and experience

  • Experience working in service and support to other team members and peers

  • Demonstrates peer influence and team level support by being available for questions, escalations, and other time-sensitive issues

  • Active FINRA Series 7, 63 and 9/10 licenses required

You’ll demonstrate these behaviors:

  • Managing Change: Demonstrating support for innovation and for organizational changes needed to improve the organization’s effectiveness; supporting, initiating, sponsoring, and implementing organizational change; helping others to successfully manage organizational change

  • Decisiveness: Willingness to make difficult decisions in a timely manner

  • Influencing Others: The ability to gain others’ support for ideas, proposals, projects, and solutions

  • Initiative: Identifying what needs to be done and doing it before being asked to or required by the situation

  • Fostering Teamwork – Team Members: As a team member, the ability and desire to work cooperatively with others on a team; as a team leader, interest, skill, and success in getting groups to learn to work together cooperatively

Representatives 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.

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: FINRA Series 63, FINRA Series 10, FINRA Series 7, FINRA Series 9

Relevant Work Experience: Brokerage Operations-2-5 yrs, Financial Services-2-5 yrs

Position Located In: AZ - Phoenix

Education: BA/BS

Job Type: Full Time

Category:Brokerage Operations & Trading

Activation Date: Wednesday, June 20, 2018

Expiration Date: Saturday, July 14, 2018

Apply Here