Retirement Plan Specialist

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Job ID:
Job Category:
Customer Service/Client Service
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, Accounting and Finance-2-5 yrs, Financial Services-less than 2 yrs, Accounting and Finance-6+ yrs, Financial Services-2-5 yrs, Accounting and Finance-less than 2 yrs
Current Licenses / Certifications:
Position Located In:
TX - Austin
Job Type:
Full Time

Our opportunity:

Looking for a career with purpose?  Consider opportunities within our Participant Services (PS) team of   financial service professionals, providing participants of employer sponsored retirement plans with guidance and solutions using advanced technology to deliver best-in-class service.  Joining the PS Team is a great start to your Schwab career, as it will set the foundation for further growth and development as a financial professional. 

Our investment in you and your career begins with a learning and career development experience designed to support you through various stages of training and skills development; leading you to successfully earn the Series 7 and 66 brokerage licenses.  Earning your licenses will open doors to a number of career opportunities within Participant Services, and Schwab.  Your team manager will act as a dedicated coach along with colleagues and internal business partners to support you in further developing your business acumen and financial knowledge.

“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

Our employees on what it’s like to work at Schwab:

What you’ll do:

As a member of the Participant Services (PS) department in Retirement Plan Services (RPS) you’ll partner with participants of employer sponsored retirement plans, in an inbound call center environment, educating them on the specific details of their plan.  Additionally you will educate them on all available tools and resources to help them reach their retirement and other financial goals.

Your career will begin as a Participant Services Associate building trust and inspiring confidence through exceptional service, one connection at a time. Additionally, you will:

  • Complete a mix of instructor led classroom training and on-the-job learning (OJL) in your first year
  • Learn about the fascinating world of financial services and the unique position Schwab has in the industry
  • Perform in a fast paced, inbound service center environment representing Schwab in every interaction
  • Use a consultative approach to identify needs and position solutions for our participants
  • Practice active listening and open ended dialogue, to gain a thorough understanding of participants financial needs
  • Care enough to ask the difficult questions knowing that just one question, the right question, can change a participant’s future
  • Resolve participant issues by leveraging technology and business experts within Schwab to identify efficient and effective methods to meet participant goals
  • Evolve with our blended roles (for example chat, email communication, advice, coaching) by acquiring new skills and knowledge needed to grow both personally and professionally
  • Work individually as well as in a team environment
  • Successfully pass the Series 7 and 66 securities examinations

Once you’ve successfully earned your licenses, or if you already have them, your role will evolve and allow you to:

  • Engage in more complex dialogue regarding retirement plan topics and financial situations
  • Position solutions to participants which align to their goals and promote Schwab growth
  • Execute trades
  • Work towards becoming a Specialist or Sr. Specialist in the department

What you have:

  • Successful completion of our Client Focus Assessment which measures potential talent and role fit
  • Proven strong verbal and written communication skills
  • Demonstrated passion for helping, servicing, and educating others; strong participant-focus and the desire to build relationships during each interaction
  • Ability to use active listening skills and analyze participant account information to better understand their needs, motivations and objectives.
  • Ability to quickly learn new technology and utilize a variety of data and systems in order to proactively identify solutions to participant financial needs
  • Strong analytical skills and attention to detail in order to adhere to policies, procedures and guidelines
  • Proven work ethic with a high level of integrity to build trust with our participant and colleagues
  • Ability to adapt and implement changes as market and business conditions evolve
  • Embrace coaching and feedback for continuous improvement
  • Bilingual in Spanish a plus
  • Bachelor’s Degree OR equivalent work experience required

Where you'll be:

This role is located in the Schwab office at 12401 Research Blvd., Austin, TX  75759

What you’ll get:

Sabbatical Program, Employee Wellness Program, Volunteer Time, Employee Resource Groups and --- the opportunity to do the best work of your life!

  • Learn more about Life@Schwab
  • See Charles Schwab Benefits for more details
  • Schwab employees have the ability to earn an annual bonus based on company results and personal performance

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:TX - Austin
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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.