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Retirement Services Associate - Operations

Charles Schwab Inc. Indianapolis, IN
  • Expired: October 10, 2019. Applications are no longer accepted.

Operational Services Retirement Services is the primary service and operations arm for Investor Services and Advisor Services. Retirement Services provides expertise on complex product and service questions for IRAs and Qualified Retirement Plans. We also handle certain retirement account processing. We inspire client loyalty by providing guidance and solutions to fulfill client needs and have a focus on employee development and collaboration.

As a member of the Retirement Services teams, 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 via inbound and outbound telephone calls.
  • Assist our internal and external clients with questions regarding Schwab account applications, account update requests as well as client correspondence
  • Assess and resolve client issues that relate to retirement, helping them navigate Schwab products and services
  • Help clients navigate our online tools and deliver unparalleled value and outstanding service to our clients in order to build and maintain client loyalty
  • Interact 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

  • Strong technical skills, including knowledge of Windows (XP), internet searching, database systems (Excel), and email (Outlook)
  • 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 to clients complex subjects such as IRS rules and regulations
  • Ability to work a flexible shift, in both hours and days, in response to business demand
  • Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics
  • Well-developed organizational, time management, prioritization, and analytical skills
  • Preferred- brokerage or related financial services experience
  • Preferred- Bachelor's degree in finance, economics, business administration, or related area preferred
  • Preferred-Experience working with a document imaging system
  • Strongly desired- Prior experience in Retirement or Estates
You'll demonstrate these behaviors:
  • Results Orientation (Disciplined and Delivers Results) - Focusing on the desired end result of one's own or one's units work; setting challenging goals, focusing effort on the goals, and meeting or exceeding them
  • Customer Orientation (Purpose Driven) - Demonstrated concern for satisfying one's external and/or internal customers
  • Flexibility (Emotionally Mature) - Openness to different and new ways of doing things; willingness to modify one's preferred way of doing things
  • Fostering Teamwork (Collaborative) - The ability and desire to work cooperatively with other on a team

Charles Schwab Inc.


Indianapolis, IN