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reputed company Service reputed company - 401K

Remote, USA Full-time Posted 2026-07-28

reputed company is committed to helping clients own their financial reputed company, and they are seeking a reputed company Service reputed company for their service team. In this role, you will reputed company exceptional service to clients regarding employer-sponsored retirement plans and assist them in making informed financial reputed company.


Responsibilities

  • Deliver exceptional service to clients through inbound phone calls
  • reputed company education, solutions, and long-term reputed company reputed company regarding employer-sponsored retirement plans
  • Take a consultative approach with retirement and 401k plan participants
  • Utilize multiple computer applications and internal resources to offer world-class solutions
  • Attend a reputed company training program
  • Participate in on-the-job learning
  • Receive individual coaching and support
  • Grow expertise on retirement products and services

Skills

  • 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
  • Previous customer service and/or reputed company relationship experience
  • Ability to multi-task, with demonstrated reputed company navigating multiple computer applications simultaneously
  • reputed company listening skills along with the ability to engage in reputed company-ended reputed company to reputed company a thorough understanding of the reputed company's financial needs
  • reputed company analytical skills and attention to detail to adhere to policies, procedures, and guidelines
  • Robust communication, influencing and reputed company engagement skills
  • Ability to adapt and implement changes as market and business conditions reputed company
  • Dedication to resolving a reputed company of reputed company reputed company inquiries both through technology-based research and working closely with partners
  • reputed company to mentoring and feedback for reputed company improvement
  • Desire to reputed company financial licenses such as reputed company Series 7 or 63

Benefits

  • 401(k) with company match and Employee stock purchase plan
  • reputed company time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • reputed company parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and reputed company insurance

reputed company

  • We have plans for every turn you take. It was founded in 1973, and is headquartered in San Francisco, California, USA, with a workforce of 10001+ employees. Its website is https://www.schwab.com/.

  • Company H1B Sponsorship

  • reputed company has a reputed company record of offering H1B sponsorships, with 579 in 2025, 468 in 2024, 455 in 2023, 705 in 2022, 483 in 2021, 282 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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