Charles Schwab · 1 day ago
Operations Retirement Plans Distribution, Senior Specialist
US-OH-Richfield
Full-time
Onsite
Mid, Senior Level
$50K/yr - $90K/yr
3+ years expCharles Schwab is committed to transforming the finance industry through innovative thought and problem-solving. The Senior Specialist in Operations Retirement Plans Distribution is responsible for executing high volume processing of plan sponsor distribution requests and providing operational support and customer service related to Trust & Custody plans.
Financial Services
Responsibilities
Providing a high-level of operational support and customer service to clients and business partners related to distribution and payments for Trust & Custody plans
Responsible for transfer of assets, non-standard asset updates, and communicating transactions to our business partners
Ensure client requests are completed within required service standards
Demonstrate flexibility and collaborate with other team members to deliver high quality service and meet client expectations
Manage multiple tasks effectively by balancing high productivity with excellent service quality
Communicate effectively by phone and email with internal business partners, including third-party vendors, customer service teams, and other operational teams
Working on a wide scope of problems, issues, or exception items that fall outside of normal process through independent and initiative-taking problem resolution, including support of client and internal business partner research and escalations
Embracing and adapting to changing policies, procedures, and general operations in a fast-paced environment
Confident to ask questions and advocate in the best interest of the business
Apply solid business judgment outside of defined procedures and make decisions based on client experience and risk to the business
Qualification
Required
Bachelor's degree or 3-5 years of retirement or operational services experience
Excellent communication skills, both verbal and written
Ability to deliver work with a high degree of accuracy
Attention to detail with the ability to prioritize multiple tasks
Preferred
Ability to independently assess and apply policy, procedures, and regulation knowledge to exercise solid business judgement when making decisions or requesting exceptions outside of policy
Ability to adapt quickly to changes in process and procedure, at times adjusting daily work assignments to ensure adherence to service standards
Ability to work within a deadline driven and fast paced environment
Focus on teamwork and the ability to effectively interact with cross-site peers and business partners
Takes initiative to perform day to day tasks with limited guidance or direct supervision, utilizing resources to solve problems as they arise
Proficient computer skills, with the ability to navigate between multiple applications, and utilize the Microsoft Office Suite of products
Benefits
Bonus or incentive opportunities
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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2025-09-28
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