Retirement Services Advocate (Hybrid)

Charles Schwab; Richfield Township (OH); Sur place; USD 36 000 - 48 000; Plein temps

Avantages offerts par ce poste

401(k) with company match

Employee stock purchase plan

Paid vacation

Sabbatical after every 5 years

Parental leave and family building

Tuition reimbursement

Health, dental, and vision insurance

Résumé du poste

Charles Schwab is seeking a customer service-focused professional to support employer sponsored retirement and 401(k) plan participants. You will answer inbound calls, educate customers on plan features, and guide decisions with a consultative approach.

The role starts with full-time on-site training, then transitions to a hybrid work schedule. Strong communication, empathy, and problem-solving are essential, with emphasis on growth and learning in financial services.

Qualifications

• Passion for helping participants and ensuring positive experiences.
• Ability to convey information clearly and build trust.
• Openness to feedback and a growth mindset.
• Problem-solving with confidence and clarity.
• Understanding and responding to client needs with empathy.
• Accuracy and thoroughness in every interaction.
• Ability to work full time on-site during Schwab's training program, followed by a hybrid work schedule.
• Ability to work various shifts to serve our participants, with availability Monday-Friday any time between 8:00am to 7:15pm Eastern Time.

Responsabilités

• Answer inbound calls from employer sponsored retirement and 401(k) plan participants, listening actively, taking ownership, and educating customers to solve problems.
• Take a consultative approach to demystify plan features and guide people toward confident decisions.
• Use Schwab's integrated systems and resources to deliver world-class solutions.

Connaissances

Customer service

Clear communication

Growth mindset

Problem solving

Empathy

Attention to detail

Teamwork

On-site training

Flexible shifts

Formation

Bachelor’s degree or higher

Description du poste

Charles Schwab is seeking a customer service-focused professional to support employer sponsored retirement and 401(k) plan participants. You will answer inbound calls, educate customers on plan features, and guide decisions with a consultative approach.

The role starts with full-time on-site training, then transitions to a hybrid work schedule. Strong communication, empathy, and problem-solving are essential, with emphasis on growth and learning in financial services.