Job Information
Charles Schwab Client Specialist, Retirement Accounts in Indianapolis, Indiana
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.
The Retirement Services Operational Support Team is a department within Tier 2 of Client Services & Support (CS&S). Retirement Services OST provides expertise on complex product and service questions about retail IRAs (i.e. Traditional, Roth, Inherited IRA, Educational Savings Account) and small business retirement plans (SEP, SIMPLE, QRP/ QKEPA, i401k). We also process several retirement account transactions such as distributions, Roth conversions, and changes to tax withholding elections. We inspire client loyalty by providing specialized guidance and solutions to fulfill client needs and we place heavy emphasis on employee development and collaboration.
Are you passionate about making a positive impact? Are you interested in helping people accomplish their retirement goals? Do you enjoy problem solving or educating others? As a member of the Retirement Services team, you will be responsible for assisting clients with questions and needs regarding their accounts in order to build and maintain client loyalty.
Utilize a passion for client service, positive energy, and problem-solving skills to connect with our clients and colleagues via inbound and outbound calls
Assist our internal and external clients with questions regarding Schwab account transactions, account update requests, and client correspondence
Assess and resolve client issues that relate to their retirement accounts and deliver unparalleled value and service in order to build and maintain client loyalty
Help clients navigate Schwab products, services, and online tools
Interact and collaborate with other team members to assist in attaining individual, team, and department objectives
Manage multiple tasks effectively by balancing high productivity with excellent service quality
Cross train with other teams to obtain additional skills in Retirement Services
Work with both new and more tenured peers to provide support, mentoring and guidance
What you have
Required:
Minimum 1 year of financial services experience and/or education in finance or a related industry
Flexibility to work a set scheduled Monday-Friday between the hours of 8:30am-9:30Pm Eastern.
Preferred:
Brokerage, banking, or related financial services experience
Bachelor's degree in finance, economics, business administration, or related area preferred
Prior experience in a Retirement Services role
Desire to obtain FINRA Series 7 and 63 licenses
Strong technical skills, including knowledge of Windows (XP), internet searching, database systems (Excel), 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
Ability to work a flexible shift in response to business demand
Positive attitude, enthusiasm, professionalism, adaptable mindset, and strong work ethic with high level of integrity and ethics
Well-developed 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
Proven leadership skills and experience
Demonstrated desire to lead as well as challenge yourself to learn and grow in Retirement Services
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
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
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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.