Associate/Specialist- Operational Services, Retirement Services

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Job ID:
0416-40166
Job Category:
Brokerage Operations & Trading
Relevant Work Experience:
Customer Service-less than 2 yrs, Customer Service-2-5 yrs, Brokerage Operations-2-5 yrs, Financial Services-less than 2 yrs, Brokerage Operations-less than 2yrs, Financial Services-2-5 yrs
Current Licenses / Certifications:
None
Position Located In:
IN - Indianapolis
Education:
HS/GED
Job Type:
Full Time
Description:

Indianapolis - IN, INDYC, 8332 Woodfield Crossing Blvd, 46240-2482
Tammie Raven
0416-40166

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

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. 

Associate and Specialist: 

  • Utilize a passion for client service, positive energy, and problem solving skills to connect with our clients via inbound and outbound calls
  • Assist our internal and external clients with questions regarding Schwab account applications, account update requests as well as client correspondence
  • 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 

Specialist: 

  • 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
  • Show the desire to lead as well as challenge yourself to learn and grow in Retirement Services
  • Work toward obtaining FINRA Series 7 & 63 licenses  

What you have: 

All Team Members:  

  • 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- brokerage or related financial services experience
  • 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 

Specialist Grade Level 55: 

  • Desire to be cross trained in Retirement Services
  • Proven leadership skills and experience
  • Experience working in service and support to other team members and peers
  • Preferred- Active FINRA Series 7 and 63 preferred or the desire to obtain these in the Specialist role

You’ll demonstrate these behaviors:

Associate:

  • Results Orientation  (Disciplined and Delivers Results) - Focusing on the desired end result of one’s own or one’s units work; setting challenging goals, focusing effort on the goals, and meeting or exceeding them
  • Customer Orientation   (Purpose Driven) - Demonstrated concern for satisfying one’s external and/or internal customers
  • Flexibility (Emotionally Mature) - Openness to different and new ways of doing things; willingness to modify one’s preferred way of doing things
  • Fostering Teamwork (Collaborative) - The ability and desire to work cooperatively with other on a team
  • Oral Communication (Exceptional Communicator) - Expressing oneself clearly in conversations and interactions with others

Specialist:

  • Initiative (Delivers Results) - Identifying what needs to be done and doing it before being asked to or required by the situation
  • Results Orientation (Disciplined and Delivers Results) - Focusing on the desired end result of one’s own or one’s units work; setting challenging goals, focusing effort on the goals, and meeting or exceeding them
  • Adaptability (Emotionally Mature) - The ability to keep functioning effectively when under pressure and maintain self-control in the face of hostility or provocation
  • Forward Thinking (Curious) - Anticipating the implications and consequences of situations and taking appropriate action to be prepared for possible contingencies
  • Self Confidence (Courageous) - Faith in one’s own ideas and ability to be successful and willingness to take an independent position in the face of opposition  

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.

*This opportunity is open to applicants interested in the role of Associate (Grade Level 54) or Specialist (Grade Level 55) to be determined by skills, education, experience and licenses.  

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


Learn more about Life@Schwab.

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: None
Relevant Work Experience: Customer Service-less than 2 yrs, Customer Service-2-5 yrs, Brokerage Operations-2-5 yrs, Financial Services-less than 2 yrs, Brokerage Operations-less than 2yrs, Financial Services-2-5 yrs
Position Located In: IN - Indianapolis
Education: HS/GED
Job Type: Full Time

Category:Brokerage Operations & Trading
Activation Date: Monday, April 16, 2018
Expiration Date: Thursday, May 17, 2018
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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.