Specialist, Client Services Hotline: Retirement Services Operations
Company: Charles Schwab
Location: Indianapolis
Posted on: June 24, 2025
|
|
|
Job Description:
Position Type: Regular Your opportunity Charles Schwab’s Client
and Services Tier 2 Hotline Support Team – Retirement Services is
responsible for providing expertise on complex products and
services for retail IRA accounts (Traditional, Roth, Inherited IRA,
Education Savings Account) and small business retirement plans
(SEP, SIMPLE, QRP/QKEA, Individual 401K). As an elite team of
experts, we are committed to delivering efficient solutions that
maximize trust while minimizing risk by owning every client
interaction through clients’ eyes. As a Retirement Services
Specialist, you will promote client loyalty by providing the
highest quality support to our internal and external customers via
inbound phone calls relating to IRA and Small Business accounts.
Additionally, you will efficiently and accurately process client
requests such as distributions, Roth conversions, and changes to
tax withholding elections. You will provide “best in class” service
by: - Having a passion for client service, positive energy, and
problem-solving skills to connect with our clients and colleagues
via inbound and outbound calls. - Assisting our internal and
external clients with questions regarding Schwab account
transactions, account update requests, and client correspondence. -
Actively listening, assessing client needs, researching
information, and providing clients with innovative solutions
related to their retirement accounts. - Proactively educating
clients and internal partners on our products and services. -
Helping clients navigate Schwab’s electronic channels, including
online tools and services - Interacting and collaborating with
leaders and team members to attain individual, team, and department
objectives - Managing multiple tasks effectively and balancing high
productivity with excellent service quality. - Cross training to
obtain additional skills as business needs arise. What you have -
Strong computer skills, including knowledge of Windows (XP),
internet searching, email (Outlook), and Microsoft Teams. - Passion
for service with strong client-focus and the desire to help people.
- Strong communication and relating skills with the ability to
navigate and explain complex subjects such as IRS rules and
regulations to client. - Positive attitude, enthusiasm,
professionalism, adaptable mindset, and strong work ethic with high
level of integrity and ethics. - Organizational, time management,
prioritization, and analytical skills. - Desire to be crossed
trained in the various Retirement Services functions. - The ability
and desire to work cooperatively with team members. - Ability to
set challenging goals and focus on achieving or exceeding them. -
Demonstrated desire to lead as well as challenge yourself to learn
and grow in Retirement Services. Required- - 2 years of customer
service experience. Preferred - - Bachelor’s degree or equivalent
work experience preferred. - Proactively educating clients and
internal partners on products and services. - Strong interpersonal,
verbal, and written communication skills. - Positive attitude, team
oriented, enthusiastic, professional, forward thinker and strong
work ethic. - Experience in financial services and/or education in
finance or a related industry. In addition to the salary range,
this role is eligible for bonus or incentive opportunities. campus
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
Keywords: Charles Schwab, Lawrence , Specialist, Client Services Hotline: Retirement Services Operations, Accounting, Auditing , Indianapolis, Indiana
