Client Service Professional - 401K

Charles Schwab Inc. • Austin, TX

6d • Hybrid

About The Position

At Schwab, the service team helps retirement plan participants take ownership of their financial futures. In this role, you will answer inbound calls from employer-sponsored retirement and 401(k) plan participants, listen actively, take ownership of their concerns, and educate them while solving problems. You will use a consultative approach to explain plan features and guide participants toward informed decisions, using integrated systems and resources to provide solutions. No finance background is required. Schwab provides structured training, on-the-job learning, and individual coaching to develop expertise in retirement products and client service. The role is based at the Schwab office at 11800 Schwab Way, Austin, Texas. New-hire training begins November 30, 2026. The position is full-time and on-site during the training program, followed by a hybrid work schedule. Candidates must be available to work various shifts Monday through Friday between 7:00 a.m. and 9:00 p.m. Central Time. In addition to base salary, the role is eligible for bonus or incentive opportunities. A competitive pay differential is offered to bilingual Spanish candidates; terms and conditions apply.

Requirements

• Passion for helping participants and ensuring positive experiences.
• Ability to convey information clearly and build trust.
• Openness to feedback and a growth mindset.
• Confidence and clarity in problem-solving.
• Ability to understand and respond to client needs with empathy.
• Accuracy and thoroughness in every interaction.
• Ability to work as part of a supportive team and adapt to change.
• Ability to work full time on-site during the training program, followed by a hybrid work schedule.
• Availability for various shifts Monday through Friday between 7:00 a.m. and 9:00 p.m. Central Time.

Nice To Haves

• Previous customer service or client relationship experience.
• Bachelor’s degree or higher.
• Bilingual Spanish ability.

Responsibilities

• Answer inbound calls from employer-sponsored retirement and 401(k) plan participants.
• Listen actively, take ownership of participant concerns, and turn conversations into opportunities to educate and solve problems.
• Explain retirement plan features and guide participants toward confident decisions using integrated systems and resources.
• Understand and respond to client needs with empathy, accuracy, and thoroughness.
• Work as part of a supportive team and adapt to change.

Benefits

• Bonus or incentive opportunities in addition to base salary.
• Competitive pay differential for candidates who are bilingual in Spanish, subject to terms and conditions.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed