Charles Schwab Document Presentation Specialist in Richfield, Ohio


Richfield - OH, OHRICH, 4150 Kinross Lakes Pkwy, 44286

Christal Lynn Fortunato


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

As a Document Presentation Specialist in Retirement Plan Services (RPS), you will be expected to perform in a fast-pace environment, adapt to changing priorities, effectively partner with colleagues at all levels and deliver high-quality and accurate materials supporting the Sales and Client experience. You will learn the RPS business, build relationships, creatively and effectively communicate our business solutions to clients.

What you’ll do:

  • Demonstrate a unique blend of industry knowledge and excellent customer service skills to consultatively support internal clients and business partners in the creation of prospect and client communications (e.g. presentations) and experiences (e.g. onsite visits)

  • Probe to identify needs and position presentation/communication solutions for our internal clients and business partners

  • Communicate effectively via email, over the phone, and in person working in a team environment

  • Thrive working in a deadline-driven, team environment as well as working independently and managing your own workload

  • Foster engagement in a team environment

  • Create lasting Schwab relationships

  • Work in an indirect client contact role (clients are Plan Sponsors of employer-sponsored retirement plans and Consultants)

What you have:

  • Demonstrated passion for service and applying your talents in collaborative ways to create an engaging prospect and client experience

  • Strong client-focus and the desire to build relationships during each interaction

  • Ability to adapt and work in a dynamic and changing environment

  • Strong organizational skills with ability to prioritize and handle multiple assignments within the established deadlines

  • Strong analytical skills and attention to detail in order to adhere to policies, procedures and guidelines, using exceptional time management and organizational skills

  • Proven work ethic with a high level of integrity to build trust with our business partners and clients

  • Working knowledge of MS Office programs, including PowerPoint

  • Working knowledge of Adobe InDesign and/or creating interactive documents preferred

  • Strong team orientation

  • Welcome to feedback for continuous improvement

  • High school diploma (Bachelor’s degree a plus) or equivalent related work experience

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Retirement Services-2-5 yrs, Business Development and Sales-6+ yrs, Customer Service-less than 2 yrs, Brokerage Operations-2-5 yrs, Banking-2-5 yrs, Adminstrative Support-less than 2 yrs, Communications-2-5 yrs, Administrative Support-6+ yrs, Customer Service-2-5 yrs, Accounting and Finance-2-5 yrs, Financial Services-2-5 yrs, Retirement Services-less than 2yrs, Business Development and Sales-less than 2 yrs, Business Development and Sales-2-5 yrs, Banking-less than 2 yrs, Brokerage Operations-less than 2yrs, Banking-6+ yrs, Brokerage Operations-6+ yrs, Retirement Services-6+ yrs, Administrative Support-2-5 yrs, Financial Services-6+ yrs, Customer Service-6+ yrs, Communications-less than 2 yrs, Financial Services-less than 2 yrs, Accounting and Finance-6+ yrs, Communications-6+ yrs, Accounting and Finance-less than 2 yrs

Position Located In: OH - Richfield

Education: BA/BS

Job Type: Full Time

Category:Retirement Services

Activation Date: Tuesday, June 27, 2017

Expiration Date: Thursday, July 13, 2017

Apply Here