Client Service Professional - 401K

Charles Schwab; Richfield Township (OH); On-site; USD 42,000 - 61,000; Full time

Benefits offered by this job

401(k) with company match

Health, dental, and vision insurance

Paid time off and sabbatical after 5 y

Tuition reimbursement

Job summary

Charles Schwab in Richfield, OH seeks a dedicated customer service professional to answer inbound retirement and 401(k) calls, educate participants, and guide decisions with empathy and clarity. The role starts with full-time on-site training, then shifts to a hybrid schedule, offering growth through structured coaching and learning.

The ideal candidate has a passion for helping participants, strong communication, and a growth mindset, plus availability Monday–Friday 8:00am–7:15pm ET.

Qualifications

• 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.
• Availability Monday-Friday between 8:00am and 7:15pm ET.

Responsibilities

• Answer inbound calls from employer sponsored retirement and 401(k) plan participants.
• Take a consultative approach to explain plan features and guide decisions.
• Use integrated systems and resources to deliver world-class solutions.

Skills

Customer service mindset

Clear communication

Growth mindset

Problem solving

Empathy

Attention to detail

Teamwork

Adaptability

Spanish bilingual

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‑the‑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.

NOTE: The office is located at 4150 Kinross Lakes Pkwy, Richfield, OH 44286. The New Hire Training Class is November 30, 2026

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.

What you have

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

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 8:00am to 7:15pm CEastern 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