Client Service Professional – 401k

Charles Schwab; Richfield (MN); Hybrid; USD 36,000 - 48,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation & volunteering

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Richfield, OH is seeking a responsive Service Associate to educate clients on employer-sponsored retirement plans and 401(k) options via inbound calls. You’ll adopt a consultative approach, using internal resources to offer world-class solutions while participating in a structured training program and on-the-job coaching.

Successful candidates bring a client-service mindset, strong communication, and the willingness to learn, with opportunities to gain FINRA licenses as you

Qualifications

• Previous customer service and/or client relationship experience.
• Ability to multi-task, with demonstrated success navigating multiple computer applications simultaneously.
• Active listening skills along with the ability to engage in open-ended dialogue to gain a thorough understanding of the client’s financial needs.
• Focused analytical skills and attention to detail to adhere to policies, procedures, and guidelines.
• Robust communication, influencing and client engagement skills.
• Ability to adapt and implement changes as market and business conditions evolve.
• Dedication to resolving a variety of complex client inquiries both through technology-based research and working closely with partners.
• Desire to gain financial licenses such as FINRA Series 7 or 63

Responsibilities

• Handle inbound phone calls focused on education, solutions, and long-term investing options regarding employer-sponsored retirement plans.
• Take a consultative approach with retirement and 401k plan participants using multiple applications and internal resources.
• Participate in a structured training program, on-the-job learning and individual coaching to grow retirement product knowledge.

Skills

Customer service

Active listening

Communication

Multi-tasking

Problem solving

Client relationship

Tools

CRM software

Job description

Position Type: Regular
Your opportunity

Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this role, you’ll deliver exceptional service to clients through inbound phone calls focused on providing education, solutions, and long-term investing options regarding employer-sponsored retirement plans. You’ll take a consultative approach with retirement and 401k plan participants, utilizing multiple computer applications and internal resources to offer them world‑class solutions. Here, you will take charge of your own professional journey by attending a structured training program, participating in on‑the‑job learning, and receiving individual coaching and support, with a focus on growing your expertise on retirement products and services. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients – this role is for you.

In addition to the salary, this role is also eligible for bonus or incentive opportunities.

NOTE: The office is located at 4150 Kinross Lakes Pkwy, Richfield, OH 44286. The New Hire Training Class is November 3rd, 2025.

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What you have

If you’re not a finance expert, that’s okay! People coming from many different experiences have found tremendous success here at Schwab. No degree or financial license is required but if you are interested in taking your career to the next level — training opportunities are available. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Schwab, we strive to make a difference in people’s lives through our innovative solutions and world‑class service.

Required Qualifications

• 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 clients, with availability Monday-Friday any time between 8:00am to 7:15pm Eastern Time.

Preferred Qualifications

• Previous customer service and/or client relationship experience.
• Ability to multi‑task, with demonstrated success navigating multiple computer applications simultaneously.
• Active listening skills along with the ability to engage in open‑ended dialogue to gain a thorough understanding of the client’s financial needs.
• Focused analytical skills and attention to detail to adhere to policies, procedures, and guidelines.
• Robust communication, influencing and client engagement skills.
• Ability to adapt and implement changes as market and business conditions evolve.
• Dedication to resolving a variety of complex client inquiries both through technology‑based research and working closely with partners.
• Receptive to mentoring and feedback for continuous improvement.
• Desire to gain financial licenses such as FINRA Series 7 or 63

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose‑driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our 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 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

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose‑driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our 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 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