Charles Schwab Corporation Westlake , TX 76262
Posted 5 days ago
Your Opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Retirement Distribution Operations strives to set the standard in the industry for operational excellence. Our team consists of subject matter experts on our retirement products, and we are focused on delivering world class experiences for clients by delivering service "Through the Client's Eyes". We believe your future should be up to you and we are prepared to provide guidance during your career to maximize and support your professional growth.
A focus on service is a foundational part of our brand. We seek individuals to elevate our standard of service through improving how we conduct business to create greater value to our clients and Registered Investment advisors (RIAs). This approach is critical in an operations role as we support retail clients and RIAs via digital and phone channels.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
Preferred Qualifications:
Previous retirement experience is preferred.
Passion for service with strong interpersonal skills and the desire to help people.
Desire to complement and contribute to a strong culture.
Ability and desire to become a subject matter expert on our retirement product offering for the firm including learning about IRS rules and regulations and how they can impact our clients.
Strong written and verbal communication skills.
Ability to analyze client and advisor requests and resolve according to set procedures.
Ability to operate effectively in a hybrid (processing and hotlines) environment.
Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics
Well-developed organizational, time management, prioritization, and analytical skills
Experience working in fast paced service centric environment.
Desire to pursue industry licensing such as the Series 7/63
Charles Schwab Corporation