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Customer Service Professional-Phoenix, AZ. 401K Dept.

Charles Schwab
Phoenix, Arizona
USD $47,500 - $55,500 / Year
Closing date
May 23, 2024

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Job Role
Customer / Client Support Specialist
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Not necessary

Job Details

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.

When you join us as a Customer Service Professional in our Participant Services team, you’re starting your career with a firm that will champion your development in a collaborative, growth-focused environment. In this role, your work has a direct impact on the lives of clients; our goal is that through providing best-in-class service, and caring enough to ask the difficult questions, you can earn the trust and dedication of our participants. Your daily interactions will be with participants of employer-sponsored retirement plans over the phone, providing guidance and solutions, as well as long-term investing options. As you build your knowledge and skills with ongoing classroom and hands-on training, you will become a subject matter authority on retirement products and services, consulting with participants in retirement plans to identify needs and offer solutions that can change their futures.  If you are looking to launch your career in financial services in a role where your growth and work is critical and valued, this may be the opportunity for you.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.


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 Charles Schwab.  This position provides a mix of instructor-led classroom training, mentoring, and on-the-job-learning in your first year.

Required Qualifications

  • Flexibility to work Monday-Friday any time between 6:30am-7:00pm Local AZ Time based on contact center needs

Preferred Qualifications

  • Strong candidates will have robust written and verbal communication skills. These are vital to the consultative process when recommending appropriate solutions while also educating our participants.
  • 1 year experience using computer applications at work or school
  • Superior listening skills when analyzing account information to better understand client needs
  • Focused analytical skills and attention to detail to adhere to policies, procedures, and guidelines
  • Ability to adapt and implement changes as market and business conditions evolve
  • Receptive to mentoring and feedback for continuous improvement
  • Bilingual in Spanish is a plus
  • Active and valid Series 7 & 63 license is beneficial but not required
  • If you are not licensed and would like to obtain FINRA licenses, we have outlined a path for you to pursue your career interests

NOTE: This position has a June 17th 2024 start date. Shifts are assigned between 6:30AM and 7:00 PM Local AZ Time Monday - Friday and NOT available for 100% remote work.

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


Financial services can be complicated. Charles Schwab is trying to fix that. They have a history of challenging the status quo and innovating in ways that help individuals create a better tomorrow. Their purpose is to champion every client’s goals with passion and integrity, empowering them to take ownership of their financial future at every income level and life stage.

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