Client Service Professional - 401k

About the role

Bring your passion for helping participants and ensuring positive experiences. 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.

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.

Preferred Qualifications

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

Pay

Base salary, eligible for bonus or incentive opportunities. Schwab offers 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.

Schedule

Full-time on-site during Schwab's training program, followed by a hybrid work schedule.

Benefits

Includes a competitive benefits package such as:

• 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

Contact

The office is located at 2423 E. Lincoln Drive, Phoenix AZ. The New Hire Training Class is August 17th, 2026.