Specialist, Retirement Distribution Operations
About The Position
Schwab's Retirement Distribution Operations team aims to be an industry leader in operational excellence. The team comprises subject matter experts in retirement products, dedicated to providing world-class client experiences by operating "Through the Client’s Eyes." The role emphasizes guiding employees in their career development to maximize and support professional growth. A strong focus on service is fundamental to the brand, seeking individuals who can enhance service standards by improving business processes to create greater value for clients and Registered Investment Advisors (RIAs). This operational role supports retail clients and RIAs through digital and phone channels. Key values include Educating business partners and clients on suitable solutions, Curiosity to understand the business for better service and professional development, Resiliency to adapt to industry changes and maintain a disruptive status, Professional Growth driven by efficient, high-quality results and a growth mindset, Collaborating to build relationships in an inclusive, team-based environment, and Critical Thinking to analyze and resolve client and advisor requests.
Requirements
- Prior financial services experience
Nice To Haves
- Previous retirement experience is preferred.
- Passion for service with strong interpersonal skills and the desire to help people.
- Desire to complement and contribute to a strong culture.
- Ability and desire to become a subject matter expert on retirement product offerings, including IRS rules and regulations and their impact on clients.
- Strong written and verbal communication skills.
- Ability to analyze client and advisor requests and resolve according to set procedures.
- Ability to operate effectively in a hybrid (processing and hotlines) environment.
- Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics.
- Well-developed organizational, time management, prioritization, and analytical skills.
- Experience working in a fast-paced service-centric environment.
- Desire to pursue industry licensing such as the Series 7/63.
Responsibilities
- Support retail clients and Registered Investment Advisors (RIAs) via digital and phone channels.
- Educate business partners and clients on the best solutions that fit their needs.
- Continuously seek to understand the business to provide the best service.
- Adapt to changes and be flexible in the role.
- Analyze client and advisor requests and resolve according to set procedures.
- Operate effectively in a hybrid (processing and hotlines) environment.
Benefits
- Bonus or incentive opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
