Retirement Plan Specialist
4 days ago
About the Team: Our Participant Services team is responsible for delivering exceptional customer service to our clients, helping them achieve their financial goals through a comprehensive suite of services. We work closely with our training team to develop our skills and knowledge, becoming subject matter experts on our retirement products and services. Our team is passionate about delivering exceptional customer service, with a focus on building trust and rapport through effective communication and interpersonal skills.
Responsibilities: Provide personalized guidance and solutions to clients, helping them navigate complex financial decisions
Work closely with our training team to develop your skills and knowledge
Become a subject matter expert on our retirement products and services
Deliver exceptional customer service to clients, building trust and rapport through effective communication and interpersonal skills
Requirements: Strong communication and interpersonal skills
Ability to adapt to changing circumstances and priorities
Willingness to learn and grow with the company
Background in finance or a related field (not required)
Benefits: At Charles Schwab, we offer a competitive benefits package that takes care of the whole you, both today and in the future. This includes 401(k) with company match, employee stock purchase plan, paid time off for vacation, volunteering, and sabbatical, paid parental leave and family building benefits, tuition reimbursement, health, dental, and vision insurance, and more. We are committed to empowering our employees' personal and professional success, with a focus on development and growth.
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