Retirement Services Specialist

Charles Schwab Corporation; Indianapolis (IN); On-site; USD 42,000 - 54,000; Full time

Job summary

Charles Schwab Corporation is seeking a Retirement Services Specialist to support customers with IRA and Small Business retirement accounts via inbound calls. You will help with distributions, Roth conversions, tax withholding changes, and account updates while delivering best-in-class service.

Ideal candidates have 2 years of customer service experience, strong communication skills, and a passion for helping clients navigate retirement solutions.

Qualifications

• 2 years of customer service experience.
• Strong communication and relating skills to explain IRS rules and regulations to clients.
• Passion for service with strong client-focus.

Responsibilities

• Provide inbound phone support for IRA and Small Business retirement accounts.
• Process client requests such as distributions and Roth conversions.
• Educate clients and internal partners on Schwab products and services.
• Assist clients with account transactions, updates, and correspondence.
• Navigate Schwab’s electronic channels and online tools.

Skills

Customer service

Communication

Problem solving

Team collaboration

Education

Bachelor's degree or equivalent

Tools

Windows

Outlook

Microsoft Teams

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Charles Schwab’sCS&S T2 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 clients.
• 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.

What you have

Required-

• 2 years of customer service experience.

Preferred -

• Bachelor’s degree or equivalent work experience preferred.
• Proactively educating clients and internal partners on our 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 also eligible for bonus or incentive opportunities.

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