Client Success Pro: Retirement Plan Guidance

Charles Schwab; Phoenix (AZ); Hybrid; USD 45,000 - 60,000; Full time

Benefits offered by this job

Hybrid work schedule

401(k) with company match

Paid vacation

Paid parental leave and family_build

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a customer service-focused professional to answer inbound calls from retirement plan participants. You will educate and guide clients through plan features, using our systems to deliver clear solutions.

The role starts on-site for training and shifts to a hybrid schedule while supporting participants across the nation. The position emphasizes empathy, accurate information delivery, and a growth mindset.

Qualifications

• Must have passion for helping participants and ensuring positive experiences.
• Ability to convey information clearly and build trust.
• Growth mindset and openness to feedback.
• Hybrid work after training; on-site full-time during training.
• Ability to work shifts Monday-Friday 6:30am–8:00pm AZ time.

Skills

Customer service

Active listening

Communication skills

Empathy

Problem solving

Team player

Growth mindset

Education

Bachelor's degree or higher

Job description

Charles Schwab is seeking a customer service-focused professional to answer inbound calls from retirement plan participants. You will educate and guide clients through plan features, using our systems to deliver clear solutions.

The role starts on-site for training and shifts to a hybrid schedule while supporting participants across the nation. The position emphasizes empathy, accurate information delivery, and a growth mindset.