Retirement Plan Specialist

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Job ID:
Job Category:
Sales/Business Development
Relevant Work Experience:
Trading-6+ yrs, Retirement Services-less than 2yrs, Retirement Services-2-5 yrs, Business Development and Sales-less than 2 yrs, Business Development and Sales-6+ yrs, Trading-2-5 yrs, Business Development and Sales-2-5 yrs, Customer Service-less than 2 yrs, Brokerage Operations-2-5 yrs, Brokerage Operations-less than 2yrs, Brokerage Operations-6+ yrs, Retirement Services-6+ yrs, Financial Services-6+ yrs, Trading-less than 2 yrs, Customer Service-6+ yrs, Customer Service-2-5 yrs, Financial Services-less than 2 yrs, Financial Services-2-5 yrs
Current Licenses / Certifications:
Position Located In:
OH - Richfield, OH - Cleveland
Job Type:
Full Time

Our opportunity:

Looking for a career with purpose, aligned values and work/life balance? Joining the Participant Services team is a great start to your Schwab career, as it will set the foundation for further growth and development as a financial professional.

“Participant Services Representatives are in a unique position. The moment you start the role you immediately have the opportunity to make a difference – a difference for our participants, department and our own professional growth.” – Michelle Gonzalez, Sr. Specialist Quality Assurance, Participant Services

What you’ll do:

In this role, you will be taking inbound calls, emails and chats from retirement plan participants who are participating in the Schwab 401k offering. You are responsible for servicing the needs of participants, which includes assisting with trades, enabling online access, answering general retirement plan questions, operational issues, and other customer service issues. Participant Services service professionals use a consultative approach to help participants reach their financial goals.

Additionally, you will:

  • Complete a mix of instructor led classroom training and on-the-job learning in your first year
  • Learn about the fascinating world of financial services and the unique position Schwab has in the industry
  • Work individually as well as in a team environment
  • Successfully pass the Series 7 and 66 securities examinations
  • Have opportunities to develop your career

What you have:

The ideal candidate will have:

  • Successful completion of our Client Focus Assessment which measures potential talent and role fit
  • Bachelor’s degree in a related field OR equivalent work experience
  • Minimum 2 years requisite experience, with emphasis on customer service preferred (internships and collegiate activities will be considered)
  • Strong interpersonal, verbal, and written communication  
  • Exceptional customer service focus with the ability to build relationships with each interaction
  • Strong team orientation and work ethic  
  • Ability to manage complex work and be self-directed
  • Effective listening and probing skills to understand needs and provide solutions to clients
  • Working knowledge of computer and software applications

Where you'll be:

This role is located in the Schwab office at 4150 Kinross Lakes Pkwy., Richfield, OH  44286

What you’ll get:


  • Comprehensive Compensation and Benefits package.
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.
  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.
  • Not just a job, but a career, with an opportunity to do the best work of your life.


Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual’s status in any group or class protected by applicable federal, state or local law.



Position Located In:OH - Richfield, OH - Cleveland
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Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

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.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.