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About the Role
At Schwab, you’ll answer inbound calls from employer sponsored retirement and 401(k) plan participants, listening actively, taking ownership, and turning every conversation into an opportunity to educate and solve problems. You’ll take a consultative approach to demystify plan features and guide people toward confident decisions, using our integrated systems and resources to deliver world‑class solutions. You don’t need a finance background; what sets you apart is your commitment to serving others and your eagerness to learn and grow. You chart your professional journey through structured training, on-the-job learning, and individual coaching, building expertise in retirement products and client service while developing skills that can launch a rewarding career in financial services.
Responsibilities
- Answer inbound calls from employer sponsored retirement and 401(k) plan participants.
- Listen actively and take ownership of participant inquiries.
- Educate and solve problems for participants.
- Take a consultative approach to demystify plan features.
- Guide participants toward confident decisions.
- Utilize integrated systems and resources to deliver solutions.
Requirements
- A passion for helping participants and 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.
- Ability to work a hybrid schedule after training.
- Ability to work various shifts, Monday-Friday between 7:00 am to 9:00 pm Central Time.
Skills
- Customer service
- Client relationship management
- Communication
- Problem-solving
- Empathy
- Adaptability
Location
- Austin, TX
Work Type
- On-site (training)
- Hybrid (post-training)
- Full-time
Education Level
- Bachelor's degree or higher (preferred)
Salary/Compensations
- Eligible for bonus or incentive opportunities
- Competitive pay differential for bilingual Spanish candidates
About the Company
- Schwab empowers employees to make an impact on their career.
- Schwab fosters innovative thought and creative problem solving.
- Schwab aims to challenge the status quo and transform the finance industry.