Retirement Specialist

Utilize a passion for client service, positive energy, and problem solving skills to connect with our clients via inbound and outbound calls. Assist our internal and external clients with questions regarding Schwab account applications, account update requests as well as client correspondence. Assess and resolve client issues that relate to retirement, helping them navigate Schwab products and services. Help clients navigate our online tools and deliver unparalleled value and outstanding service to our clients in order to build and maintain client loyalty. Interact with other team members to assist in attaining individual, team, and department objectives. Manage multiple tasks effectively by balancing high productivity with excellent service quality. Cross train with other teams to obtain additional skills in Retirement Services. Show the desire to lead as well as challenge yourself to learn and grow in Retirement Services.

According to JobzMall, the average salary range for a Retirement Specialist in 2423 E Lincoln Dr, Phoenix, AZ 85016, USA is $50,000 to $65,000. This range may vary depending on the experience, qualifications, and skill set of the individual.

Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.