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Customer Service Professional, Richfield 401K Dept.

Charles Schwab
Richfield, OH
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#2024-98475 Position summary Salary: USD $43,100 - $51,100 / Year Your ...
Details
Summary
About the job:
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.When you join us as a Customer Service Professional in our Participant Services team, you're starting your career with a firm that will champion your development in a collaborative, growth-focused environment. In this role, your work has a direct impact on the lives of clients; our goal is that through providing...
Location:
Richfield, OH
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
FINRA Series 7
Financial Industry Regulatory Authority
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Manager, Operations, Retirement Plan Services/Payroll, Individual Contributor

Charles Schwab Corp.
Richfield, OH
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At Schwab, you’re empowered to make an impact on your career. Here, ...
Details
Summary
About the job:
innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab Retirement Plan Services is one of the leading providers of bundled retirement plan services. Schwab’s combined expertise in recordkeeping and related services, investment choice and award-winning participant experience and education helps employers offer competitive employee benefits. As a group we work to unburden our clients in automating procedures and processes to help reduce the...
Location:
Richfield, OH
Job Type:
Full-Time
Permanent
Occupation:
Business Operations Specialists, All Other
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
6
Graphic Literacy
4
Workplace Documents
5
apply
Detailed Job Information

Customer Service Professional, Richfield 401K Dept.

Charles Schwab
Sharon Center, OH
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Position Type: Regular Your opportunity At Schwab, you’re empowered to make ...
Details
Summary
About the job:
an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. When you join us as a Customer Service Professional in our Participant Services team, you’re starting your career with a firm that will champion your development in a collaborative, growth-focused environment. In this role, your work has a direct impact on the lives of clients; our goal is that through providing best-in-class service, and caring enough to...
Location:
Sharon Center, OH
Job Type:
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
Financial Industry Regulatory Authority
FINRA Series 7
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Licensed Customer Service Professional, 401K Department OH

Charles Schwab
Silver Lake, OH
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Position Type: RegularYour opportunity At Schwab, you’re empowered to make ...
Details
Summary
About the job:
an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.As a Licensed Customer Service Professional within our Participant Services team, you have the opportunity to bring your expertise to a firm that will champion your development in a collaborative, growth-focused environment. In this role, your work has a direct impact on the lives of clients; our goal is that through providing best-in-class service, and...
Location:
Silver Lake, OH
Job Type:
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
Bachelor's degree
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
FINRA Series 7
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory | Westlake, OH, USA

Charles Schwab
Westlake, OH
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Sr. Manager, Wealth Advisor - Schwab Wealth Advisory Sr. Manager, Wealth ...
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Summary
About the job:
Advisor - Schwab Wealth Advisory Charles Schwab Westlake, United States Posted 2 days ago Permanent Competitive Sr. Manager, Wealth Advisor - Schwab Wealth Advisory Position Type: Regular Your opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice...
Location:
Westlake, OH
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
FINRA Series 7
Financial Industry Regulatory Authority
Certified Financial Planner
Chartered Financial Analyst
Registered Investment Advisor
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Licensed Customer Service Professional, 401K Department

Charles Schwab
Richfield, OH
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Position Type: RegularYour Opportunity At Schwab, you’re empowered to make ...
Details
Summary
About the job:
an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.As a Licensed Customer Service Professional within our Participant Services team, you have the opportunity to bring your expertise to a firm that will champion your development in a collaborative, growth-focused environment. In this role, your work has a direct impact on the lives of clients; our goal is that through providing best-in-class service, and...
Location:
Richfield, OH
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
FINRA Series 7
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Specialist, Brokerage Service Rep - (Omaha/Dallas/Phoenix/Richfield, OH)

Charles Schwab Corp.
Richfield, OH
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Personal Choice Investment Services (PCIS) Participant Services works ...
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Summary
About the job:
directly with Self-Directed Brokerage Accounts for retirement plans and health savings accounts. These are tax-exempt trust accounts that are established by plan participants within an employer-sponsored retirement plan (401K, 403B, etc). The Participant Group Specialist will directly interact with a variety of clients including plan participants, trustees, TPAs, and advisors, through inbound and outbound calls, emails, chat and letters. This position is responsible for answering all client service and trading inquiries, as...
Location:
Richfield, OH
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
Bachelor's degree
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
FINRA Series 7
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Compliance Director, Fair Lending Analytics

Charles Schwab Corp.
Richfield, OH
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At Schwab, you’re empowered to make an impact on your career. Here, ...
Details
Summary
About the job:
innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. In Compliance, we help our business partners achieve their strategic priorities by promoting principles and practices that build client trust and safeguard the integrity of the firm. Banking Compliance serves as a second line of defense oversight function for the banking and trust entities within Schwab (BTS). The Director will challenge and evolve the Compliance Program to ensure alignment...
Location:
Richfield, OH
Job Type:
Full-Time
Permanent
Occupation:
Compliance Managers
Career Level / Education:
High school diploma or equivalent
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
Certified Refrigeration Compliance Manager
Workkeys
Applied Math
4
Graphic Literacy
5
Workplace Documents
6
apply
Detailed Job Information

Sr. Specialist, Operations - Brokerage Principal Reviewer

Charles Schwab Corp.
Richfield, OH
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At Schwab, you’re empowered to make an impact on your career. Here, ...
Details
Summary
About the job:
innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. If you’re passionate about providing world class client service and are seeking an opportunity where you’re empowered to grow your financial services career with a diverse team, in a fast-paced collaborative work environment – this is the role for you! As a Personal Choice Investment Services (PCIS) Operations Specialist, you will provide superior service to our Third Party Administrators...
Location:
Richfield, OH
Job Type:
Full-Time
Permanent
Occupation:
Business Operations Specialists, All Other
Career Level / Education:
High school diploma or equivalent
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
FINRA Series 7
FINRA Series 9
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Investment Consultant - Columbus, OH

Charles Schwab
Columbus, OH
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Position Type: RegularYour Opportunity At Schwab, you’re empowered to make ...
Details
Summary
About the job:
an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You’ll learn what it takes to build a book...
Location:
Columbus, OH
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
FINRA Series 7
FINRA Series 66
Life And Health Insurance License
State insurance license
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information
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