Charles Schwab Corporation

  • Participant Services Associate

    Job Locations US-AZ-Phoenix
    Requisition ID
    Posted Date
    3 months ago(6/25/2019 1:26 PM)
    Client Service & Support
  • Your Opportunity

    As a member of the Participant Services team, you will speak with participants of employer-sponsored retirement plans by phone to provide guidance and solutions. You will work in a team-based environment as you have one-on-one interactions with employees of Schwab sponsored plans. You will build your knowledge and skills with ongoing classroom and hands-on training to become a subject matter authority on retirement products and services.

    What you’re good at

    Throughout your time in the role you will:

    • Complete a mix of instructor-led classroom training and on-the-job (OJL) in your first year
    • Grow your knowledge of the financial services industry and Schwab’s unique position
    • Perform in a fast-paced, inbound service center environment representing Schwab in every phone, email or chat interaction
    • Consult with retirement clients to identify needs and offer solutions
    • Care enough to ask the difficult questions knowing that just one question, the right question, can change a participant’s future
    • Work toward career advancement and development opportunities
    • Pursue advanced licensure and grow your brokerage knowledge by working closely with management to identify a career path with Schwab

    What you have


    • Active and valid FINRA Series 7 & 66 licenses
    • If not currently licensed, you will have a condition of employment to obtain the FINRA Series 7 & Series 66 licenses
    • Proven strong verbal and written communication skills
    • Demonstrated passion for helping, servicing and educating others; strong client-focus and the desire to build relationships during each interaction
    • Active listening skills and analyze account information to better understand their needs
    • Strong analytical skills and attention to detail in order to adhere to policies, procedures and guidelines
    • Ability to adapt and implement changes as market and business conditions evolve
    • Accept coaching and feedback for continuous improvement
    • Bilingual in Spanish a plus
    • Bachelor’s degree highly preferred
    • What you’ll get:
    • Comprehensive training program that includes a mix of instructor taught, web-based, and on the job learning
    • A dedicated team manager focused on helping you reach clear performance objectives
    • A defined career progression plan outlining multiple advancement opportunities
    • Superior benefits package that includes a Sabbatical Program, Employee Wellness Program, paid Volunteer Time, Employee Resource groups and much more. See The Benefits of Working at Schwab for more details
    • Flexible schedule options that include days, nights and weekends
    • Not just a job but a career…  Becoming a Schwabbie


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    Why Schwab?

    At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.

    Hear from employees: What’s it like to work at Schwab!

    The benefits of working at Schwab: a package designed to empower your health, wealth, career and life.
    Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

    As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)

    Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.
    We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.