Client Service Professional - 401K

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

Your opportunity

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‑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.

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.

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

What you have

• 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.

Preferred Qualifications

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

Campus

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time 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