Client Service Professional - 401K

About the role

Bring your passion for helping participants and your drive to make a difference. 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.

Responsibilities

• Answer inbound calls from employer-sponsored retirement and 401(k) plan participants
• Listen actively and take ownership of each call
• Turn every conversation into an opportunity to educate and solve problems
• Use integrated systems and resources to deliver world-class solutions that truly matter
• Convey information clearly and build trust
• Respond to client needs with empathy
• Show accuracy and thoroughness in every interaction
• Work as part of a supportive team and adapt to change
• Work full-time on-site during Schwab's training program, followed by a hybrid work schedule
• Work various shifts to serve our participants, with availability Monday-Friday any time between 7:00am to 9:00pm Central Time

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 7:00am to 9:00pm Central Time

Qualifications

• A Bachelor’s degree or higher
• Previous customer service or client relationship experience (preferred)

Skills

• Customer service skills
• Problem-solving abilities
• Empathy and active listening
• Confidence and clarity in communication

Benefits

• Competitive pay differential for bilingual candidates
• 401(k) with company match and Employee stock purchase plan
• Paid time off for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Pay

• Base salary
• Bonus or incentive opportunities

Schedule

• Full-time on-site during Schwab's training program
• Hybrid work schedule following training
• Variety of shifts to serve participants, Monday-Friday between 7:00am to 9:00pm Central Time