Retirement Client Service Associate: Build Relationships

Charles Schwab Corporation; Westlake (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Charles Schwab Corporation in Westlake, TX is seeking a Client Service Associate to deliver exceptional service to retirement plan clients within Schwab Trust Bank. You will serve as a primary contact for independent recordkeepers, RIAs, and third-party administrators, handling inquiries, reports, password resets, and account closing support.

This full-time, on-site role emphasizes professional communication, teamwork, and proactive issue resolution.

Qualifications

• Excellent client service and problem resolution skills.
• Strong communication and written/verbal skills.
• Ability to work in a collaborative, fast-paced environment.
• Proficiency with Microsoft Office and Salesforce platforms.

Responsibilities

• Answer hotline calls and respond to client emails.
• Send internal reports to clients and assist with account closings.
• Research and resolve client issues related to passwords and access.
• Maintain professional image in all communications.
• Collaborate with internal partners to deliver timely information.
• Support multiple clients and manage cases, including complex ones.

Skills

Client service

Communication

Teamwork

Multi-tasking

Problem solving

Adaptability

Tools

Salesforce

Excel

Word

Job description

Charles Schwab Corporation in Westlake, TX is seeking a Client Service Associate to deliver exceptional service to retirement plan clients within Schwab Trust Bank. You will serve as a primary contact for independent recordkeepers, RIAs, and third-party administrators, handling inquiries, reports, password resets, and account closing support.

This full-time, on-site role emphasizes professional communication, teamwork, and proactive issue resolution.