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Customer Support Specialist

2 months ago

Austin, Texas, United States Charles Schwab Full time

Your Opportunity

As a Customer Support Specialist within our Participant Services division, you will embark on a career path with a firm dedicated to fostering your growth in a collaborative and development-oriented atmosphere. In this position, your contributions will significantly influence the lives of clients; our mission is to deliver exceptional service and to engage in meaningful conversations that build trust and loyalty among our participants.

Your daily responsibilities will involve handling inbound inquiries from participants of employer-sponsored retirement plans, offering expert guidance and tailored solutions, as well as advising on long-term investment strategies. Through continuous classroom and practical training, you will evolve into a knowledgeable resource on retirement products and services, assisting participants in identifying their needs and proposing impactful solutions for their financial futures. If you aspire to kickstart your career in financial services in a role where your development and contributions are highly valued, this position may be the right fit for you.

What You Have

No prior finance experience? No problem Individuals from diverse backgrounds have achieved remarkable success at Charles Schwab. This role offers a comprehensive blend of instructor-led training, mentorship, and hands-on experience during your initial year.

Required Qualifications

  • Availability to work Monday through Friday, during flexible hours based on contact center requirements.

Preferred Qualifications

  • Excellent written and verbal communication skills, essential for the consultative process of recommending suitable solutions while educating our participants.
  • At least one year of experience utilizing computer applications in a professional or academic setting.
  • Strong listening abilities to analyze account details and better understand client needs.
  • Detail-oriented analytical skills to comply with policies, procedures, and guidelines.
  • Adaptability to implement changes as market and business conditions evolve.
  • Openness to mentorship and constructive feedback for ongoing improvement.
  • Bilingual proficiency in Spanish is advantageous.
  • Possession of an active and valid Series 7 & 63 license is beneficial but not mandatory.
  • If you are not licensed and wish to obtain FINRA licenses, we provide a clear pathway to support your career ambitions.

What's in it for You

At Schwab, we are committed to empowering our employees' personal and professional growth. Our supportive culture and focus on your development ensure you have the resources needed to make a meaningful impact in the finance sector. Our Hybrid Work and Flexibility approach balances our dedication to workplace flexibility with our commitment to serving clients and the importance of in-person collaboration.

We offer a competitive benefits package designed to support your overall well-being, both now and in the future:

  • 401(k) plan with company matching and an Employee Stock Purchase Plan.
  • Paid time off for vacations, volunteering, and a 28-day sabbatical after every five years of service for eligible roles.
  • Paid parental leave and family-building benefits.
  • Tuition reimbursement.
  • Comprehensive health, dental, and vision insurance.

Charles Schwab is an affirmative action employer, dedicated to hiring and advancing qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace.