IRA & Retirement Services Specialist - On Site
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-08-23
Listing for:
Charles Schwab
Full Time
position Listed on 2026-08-23
Job specializations:
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Charles Schwab is seeking a Retirement Services Specialist to support clients with IRA and small business retirement accounts. You will handle inbound calls, process distributions, Roth conversions, and tax withholding changes while delivering best-in-class service.
The role emphasizes client education and navigating Schwab’s online tools. The position requires 2 years of customer service experience and a preference for a Bachelor's degree or equivalent work background.
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