Client Service Professional – 401k (Phoenix, AZ)

Austin Community College; Phoenix (AZ); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation

Health, dental, and vision insurance

Volunteer time off

Sabbatical after 5 years

Parental leave

Health insurance

Dental insurance

Vision insurance

Job summary

A leading financial services firm is seeking a Client Service Professional in Phoenix, AZ. In this role, you will deliver exceptional service to clients regarding 401k plans through inbound calls. Candidates must demonstrate a growth mindset, adaptability, and effective communication skills. No financial degree is necessary, but training opportunities will be provided. The position allows for a hybrid work schedule after initial on-site training. Comprehensive benefits include a 401(k) match and paid parental leave.

Qualifications

• No degree or financial license required.
• Willingness to learn and a passion for serving others.
• Open to mentoring and feedback for continuous improvement.

Responsibilities

• Deliver exceptional service through inbound calls about retirement plans.
• Participate in training programs and on-the-job learning.
• Utilize various computer applications to assist clients.

Skills

Customer service experience

Active listening skills

Multi-tasking

Analytical skills

Communication skills

Adaptability

Problem solving

Cross-functional collaboration

Job description

Client Service Professional - 401k (Phoenix, AZ)

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.

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 range, this role is also eligible for bonus or incentive opportunities.

NOTE: The office is located at 2423 E. Lincoln Drive, Phoenix AZ. The New Hire Training Class is May 4th, 2026.

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 6:30am to 8:00pm Local AZ 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 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
• Health, dental, and vision insurance