Client Service Professional - 401K

About the role

At Schwab, you’ll answer inbound calls from employer-sponsored retirement and 401(k) plan participants. You’ll listen actively, take ownership, and turn every conversation into an opportunity to educate and solve problems. Using a consultative approach, you’ll demystify plan features and guide people toward confident decisions with our integrated systems and resources to deliver world-class solutions.

No finance background is needed—what sets you apart is your commitment to serving others and your eagerness to learn and grow. Through structured training, on-the-job learning, and individual coaching, you’ll build expertise in retirement products and client service while developing skills that can launch a rewarding career in financial services.

The office is located at 11800 Schwab Way, Austin, TX. The New Hire Training Class begins November 30, 2026.

Requirements

• 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
• Ability to work as part of a supportive team and adapt 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

Preferred Qualifications

• Previous customer service or client relationship experience
• Bachelor’s degree or higher

Benefits

• 401(k) with company match and Employee Stock Purchase Plan
• Paid time for vacation, volunteering, and a 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

In addition to base salary, this role is eligible for bonus or incentive opportunities. A competitive pay differential is offered for candidates who are bilingual in Spanish, recognizing the added value of supporting a broader client base. Terms and conditions apply.

Schedule

Hybrid work schedule after training. Availability required Monday-Friday between 7:00am to 9:00pm Central Time.