Client Service Professional - 401k

Charles Schwab Inc.•Phoenix, AZ

10d•Hybrid

About The Position

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. Bring your passion for helping people and your drive to make a difference. At Schwab, our service team is at the heart of helping participants own their financial futures. As the trusted voice on the line, you’ll answer inbound calls from employer sponsored retirement and 401(k) plan participants, listening actively, taking ownership, and turning every conversation into an opportunity to educate and solve problems. You’ll take a consultative approach to demystify plan features and guide people toward confident decisions, using our integrated systems and resources to deliver world‑class solutions that truly matter. You don’t need a finance background; what sets you apart is your commitment to serving others and your eagerness to learn and grow. Here, you chart your professional journey through structured training, on-the-job learning, and individual coaching, building expertise in retirement products and client service while developing skills that can launch a rewarding career in financial services. If you’re ready to make an impact and build a future you’re proud of, this is where your journey begins. The office is located at 2423 E. Lincoln Drive, Phoenix AZ. The New Hire Training Class is August 17th, 2026. In addition to base salary, this role is eligible for bonus or incentive opportunities. We offer a competitive pay differential for candidates who are bilingual in Spanish, recognizing the added value of supporting a broader client base. Terms and conditions apply.

Requirements

A passion for helping participants and ensuring positive experiences.
Ability to convey information clearly and build trust.
Openness to feedback and a growth mindset.
Problem-solving with confidence and clarity.
Understanding and responding to client needs with empathy.
Accuracy and thoroughness in every interaction.
Working as part of a supportive team and adapting to change.
Ability to work full time on-site during Schwab's training program, followed by a hybrid work schedule.
Ability to work various shifts to serve our participants, with availability Monday-Friday any time between 6:30am to 8:00pm Local AZ Time.

Nice To Haves

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

Responsibilities

Answer inbound calls from employer sponsored retirement and 401(k) plan participants.
Listen actively, take ownership, and turn every conversation into an opportunity to educate and solve problems.
Take a consultative approach to demystify plan features and guide people toward confident decisions.
Use integrated systems and resources to deliver world‑class solutions.