Client Service Professional - 401K

Charles Schwab is committed to helping clients own their financial futures, and they are seeking a Client Service Professional for their service team. In this role, you will provide exceptional service to clients regarding employer-sponsored retirement plans and assist them in making informed financial decisions.ResponsibilitiesDeliver exceptional service to clients through inbound phone callsProvide education, solutions, and long-term investing options regarding employer-sponsored retirement plansTake a consultative approach with retirement and 401k plan participantsUtilize multiple computer applications and internal resources to offer world-class solutionsAttend a structured training programParticipate in on-the-job learningReceive individual coaching and supportGrow expertise on retirement products and servicesSkillsAbility to work full time on-site during Schwab's training program, followed by a hybrid work scheduleAbility to work various shifts to serve our clients, with availability Monday-Friday any time between 8:00am to 7:15pm Eastern TimePrevious customer service and/or client relationship experienceAbility to multi-task, with demonstrated success navigating multiple computer applications simultaneouslyActive listening skills along with the ability to engage in open-ended dialogue to gain a thorough understanding of the client's financial needsFocused analytical skills and attention to detail to adhere to policies, procedures, and guidelinesRobust communication, influencing and client engagement skillsAbility to adapt and implement changes as market and business conditions evolveDedication to resolving a variety of complex client inquiries both through technology-based research and working closely with partnersReceptive to mentoring and feedback for continuous improvementDesire to gain financial licenses such as FINRA Series 7 or 63Benefits401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insuranceCompany OverviewWe have plans for every turn you take. It was founded in 1973, and is headquartered in San Francisco, California, USA, with a workforce of 10001+ employees. Its website is https://www.schwab.com/.Company H1B SponsorshipCharles Schwab has a track record of offering H1B sponsorships, with 579 in 2025, 468 in 2024, 455 in 2023, 705 in 2022, 483 in 2021, 282 in 2020. Please note that this does not guarantee sponsorship for this specific role.



Apply To This Job