Client Service Professional - 401K

Job Description

Position Type : Regular

Your opportunity

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, this role is also eligible for bonus or incentive opportunities.

NOTE : The office is located at 4150 Kinross Lakes Pkwy, Richfield, OH 44286. The New Hire Training Class is February 23rd, 2026.

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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 8 : 00am to 7 : 15pm Eastern Time.

Preferred Qualifications

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 :

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 :