IRA & Retirement Services Specialist
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-08-26
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-08-26
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Bank Customer Service, HelpDesk/Support
Job Description & How to Apply Below
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.
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