Client Service Professional - 401K

Charles Schwab; Austin (TX); On-site; USD 42,000 - 63,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health insurance

Job summary

Charles Schwab is seeking a participant support specialist to answer inbound calls, educate on retirement plan features, and guide clients to confident decisions. You will use Schwab systems to deliver trusted, world-class retirement solutions while growing in a structured training environment.

The role starts on-site with training, then moves to a hybrid schedule, with potential bilingual bonuses for Spanish-speaking candidates and a competitive benefits package.

Qualifications

• Passion for helping participants and ensuring positive experiences.
• Clear and effective communication; build trust with clients.
• Growth mindset and openness to feedback.
• Strong problem-solving with confidence and clarity.
• Empathy in responding to client needs.
• Accurate, thorough interactions with participants.
• Team player who adapts to change.
• Willingness to work full-time on-site during training, then hybrid work.
• Availability Monday–Friday between 7:00am–9:00pm Central Time.

Responsibilities

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

Skills

Customer service

Communication

Empathy

Problem solving

Teamwork

Adaptability

Attention to detail

On-site training

Flexible shifts

Education

Bachelor’s degree or higher

Job description

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‑time 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 forbonusor 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

We believe great service starts with the right mindset and skills. Successful candidates are required to 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