Charles Schwab · 2 hours ago
Client Service Professional - 401k
US-TX-Austin
Full-time
Hybrid
New Grad, Entry Level
$26.01/hr - $26.01/hrCharles Schwab is committed to helping clients own their financial futures through exceptional service. In this role, you will assist clients with education and solutions regarding employer-sponsored retirement plans, utilizing a consultative approach and various computer applications to provide world-class service.
Financial Services
Responsibilities
Deliver exceptional service to clients through inbound phone calls focused on providing education, solutions, and long-term investing options regarding employer-sponsored retirement plans
Take a consultative approach with retirement and 401k plan participants, utilizing multiple computer applications and internal resources to offer them world-class solutions
Attend a structured training program, participate in on-the-job learning, and receive individual coaching and support, focusing on growing expertise on retirement products and services
Qualification
Required
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 7:00am to 9:00pm Central Time
Preferred
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
Benefits
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
Company
Charles Schwab
We have plans for every turn you take.
Founded in 1973
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
Company data provided by crunchbase