Client Service Professional - 401k
Company: Charles Schwab
Location: Phoenix
Posted on: March 17, 2026
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Job Description:
Position Type: Regular 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. Schwab’s
service team is at the heart of our firm’s commitment to helping
clients own their financial futures. In this role, you’ll deliver
exceptional service to clients through inbound phone calls focused
on providing education, solutions, and long-term investing options
regarding employer-sponsored retirement plans. You’ll take a
consultative approach with retirement and 401k plan participants,
utilizing multiple computer applications and internal resources to
offer them world-class solutions. Here, you will take charge of
your own professional journey by attending a structured training
program, participating in on-the-job learning, and receiving
individual coaching and support, with a focus on growing your
expertise on retirement products and services. If you are eager to
pursue a career in finance, enjoy working in a team setting, and
share our passion for serving clients - this role is for you. In
addition to the salary range, this role is also eligible for bonus
or incentive opportunities. NOTE: The office is located at 2423 E.
Lincoln Drive, Phoenix AZ. The New Hire Training Class is May 4th,
2026. What you have If you’re not a finance expert, that’s okay!
People coming from many different experiences have found tremendous
success here at Schwab. No degree or financial license is required
but if you are interested in taking your career to the next level –
training opportunities are available. Successful candidates will
have a growth mindset, a willingness to learn, and a passion for
serving others. At Schwab, we strive to make a difference in
people's lives through our innovative solutions and world-class
service. Required Qualifications - 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 6:30am to 8:00pm
Local AZ Time. Preferred Qualifications - 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 inquires 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 What’s in it for
you At Schwab, we’re committed to empowering our employees’
personal and professional success. Our purpose-driven, supportive
culture, and focus on your development means you’ll get the tools
you need to make a positive difference in the finance industry. 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 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
Keywords: Charles Schwab, Casa Grande , Client Service Professional - 401k, Sales , Phoenix, Arizona
