Client Service Professional - 401K at Charles Schwab

Austin, TX

Requisition ID

2026-123813

Category

Customer Service / Client Service

Position type

Regular

Pay range

USD $26.01 - $26.01 / Hour

Application deadline

2026-07-24

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.

In addition to base salary, this role is eligible for bonus or 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 .

Note: The office is located at 11800 Schwab Way, Austin, TX. The New Hire Training Class is September 21,2026

What you have

We believe great service starts with the right mindset and skills. Successful candidatesare required tohave

• 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 7:00am to 9:00pm Central Time.

Preferred qualifications:

• Previouscustomer service or client relationship experience.
• Bachelor’s degree or higher.

#Campus

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 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

Share

• Facebook
• LinkedIn
• X
• Email

Eligible Schwabbies receive

• Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

• Sabbatical leave available after five years of employment