Job Description

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, your ability to connect with others, and your drive to make a difference. At Schwab, our service team is at the heart of helping participants own their financial futures. We serve clients from a variety of backgrounds and experiences, and bilingual professionals have a unique opportunity to help us create more accessible, personal, and meaningful client experiences.

As the trusted voice on the line, 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 that truly matter.

If you’re bilingual in Spanish, your language skills can help us support an even broader client base and make complex financial topics easier to understand for the people we serve. Your ability to communicate and build trust can make a meaningful difference in a participant’s experience with Schwab.

You don’t need 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-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.

If you’re looking for an opportunity where your communication skills, including your bilingual Spanish skills, can make an impact while you build your own career, this is where your journey begins. We offer a competitive pay differential for candidates who are bilingual in Spanish, recognizing the added value of supporting a broader client base.

NOTE: The office is located at 2423 E. Lincoln Drive, Phoenix AZ. The New Hire Training Class is January 11th, 2027.

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

What you have

We believe great service starts with the right mindset and skills. Successful candidates are required to have:

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, followed by a hybrid work schedule.
• Ability to work various shifts to serve our participants, with availability Monday-Friday any time between 6:30am to 8:00pm Local AZ Time.

Preferred Qualifications:

• Bilingual proficiency in English and Spanish preferred.
• Previous customer service or client relationship experience.
• Bachelor’s degree or higher.