Charles Schwab is a leading financial services firm committed to helping clients own their financial futures. The Client Service Professional - 401k role involves delivering exceptional service to clients regarding employer-sponsored retirement plans, utilizing a consultative approach to provide education and solutions. This position offers structured training and support to enhance expertise in retirement products and 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, with a focus on growing expertise on retirement products and services
Skills
- 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
- 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
- In addition to the salary, this role is also eligible for bonus or incentive opportunities.
- Training opportunities are available.
- Ability to work full time on-site during Schwab's training program, followed by a hybrid work schedule.
Company Overview
We 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 Sponsorship
Charles Schwab has a track record of offering H1B sponsorships, with 92 in 2026, 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.