Retirement Plan Client Advisor (Hybrid)

Charles Schwab; Richfield (MN); Hybrid; USD 36,000 - 48,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation & volunteering

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Richfield, OH is seeking a responsive Service Associate to educate clients on employer-sponsored retirement plans and 401(k) options via inbound calls. You’ll adopt a consultative approach, using internal resources to offer world-class solutions while participating in a structured training program and on-the-job coaching.

Successful candidates bring a client-service mindset, strong communication, and the willingness to learn, with opportunities to gain FINRA licenses as you

Qualifications

• Previous customer service and/or client relationship experience.
• Ability to multi-task, with demonstrated success navigating multiple computer applications simultaneously.
• Active listening skills along with the ability to engage in open-ended dialogue to gain a thorough understanding of the client’s financial needs.
• Focused analytical skills and attention to detail to adhere to policies, procedures, and guidelines.
• Robust communication, influencing and client engagement skills.
• Ability to adapt and implement changes as market and business conditions evolve.
• Dedication to resolving a variety of complex client inquiries both through technology-based research and working closely with partners.
• Desire to gain financial licenses such as FINRA Series 7 or 63

Responsibilities

• Handle inbound phone calls focused on education, solutions, and long-term investing options regarding employer-sponsored retirement plans.
• Take a consultative approach with retirement and 401k plan participants using multiple applications and internal resources.
• Participate in a structured training program, on-the-job learning and individual coaching to grow retirement product knowledge.

Skills

Customer service

Active listening

Communication

Multi-tasking

Problem solving

Client relationship

Tools

CRM software

Job description

Charles Schwab in Richfield, OH is seeking a responsive Service Associate to educate clients on employer-sponsored retirement plans and 401(k) options via inbound calls. You’ll adopt a consultative approach, using internal resources to offer world-class solutions while participating in a structured training program and on-the-job coaching.

Successful candidates bring a client-service mindset, strong communication, and the willingness to learn, with opportunities to gain FINRA licenses as you