Client Service Advocate - Retirement Plans (Hybrid)

Charles Schwab; Austin (TX); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health/dental/vision insurance

Hybrid schedule

Job summary

Charles Schwab is hiring for a role in Austin where you will answer inbound calls from retirement plan participants, explain plan features, and guide customers to confident decisions using Schwab systems.

The position starts with on-site training, with a transition to a hybrid work schedule. Strong customer service skills and a willingness to learn are essential, and bilingual Spanish speakers receive a pay differential.

Qualifications

• Customer service or client relationship experience required.
• Bachelor’s degree or higher required.

Responsibilities

• Answer inbound calls from employer sponsored retirement and 401(k) plan participants.
• Explain plan features and guide participants toward confident decisions.
• Use Schwab systems and resources to deliver world-class solutions.
• Work on-site during training and transition to a hybrid work schedule.

Skills

Customer service experience

Education

Bachelor’s degree or higher

Job description

Charles Schwab is hiring for a role in Austin where you will answer inbound calls from retirement plan participants, explain plan features, and guide customers to confident decisions using Schwab systems.

The position starts with on-site training, with a transition to a hybrid work schedule. Strong customer service skills and a willingness to learn are essential, and bilingual Spanish speakers receive a pay differential.