Client Service Professional - 401K

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’llanswer inbound calls from employersponsored retirement and 401(k) plan participants,listening actively, taking ownership, and turning every conversation into an opportunity to educate and solve problems. You’lltake a consultative approach to demystify plan features and guide people toward confident decisions, using our integrated systems and resources to deliverworld‑classsolutions that truly matter. Youdon’tneed 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-joblearning, and individual coaching,buildingexpertisein retirement products and client service while developing skills that can launch a rewarding career in financial services.

Ifyou’reready to make an impact and build afutureyou’reproud 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 September 21st, 2026.

In addition to base salary, this role is eligible forbonusor 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 candidatesare required tohave:

Requirements:

• A passion for helpingparticipantsand 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 ourparticipants, with availability Monday-Friday any time between 8:00am to 7:15pm CEastern Time.

Preferred qualifications:

• Previouscustomer service or client relationship experience.

• Bachelor’s degree or higher.

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