Charles Schwab · 7 hours ago
Specialist, Operations
US-OH-Richfield
Full-time
Onsite
New Grad, Entry Level
$26.49/hr - $33.17/hrCharles Schwab is a company dedicated to transforming the finance industry through innovative thought and creative problem solving. The Specialist on the Specialty Services Team will support the administration of Defined Contribution Retirement Plans, focusing on specialized distribution requests and providing excellent client service.
Financial Services
Responsibilities
Review and manage specialized distribution request volumes in key function areas such as death splits, Qualified Domestic Relations Order (QDRO) Splits, Installments and RMDs
Assist internal partners, participants, alternate payees and client counsel to resolve issues and answer questions
Creation of participant level communications
Work through assigned cases in accordance with service level standards
Participate in project work, as assigned
Qualification
Required
Extreme attention to detail
Superior critical & analytical thinking skills
Preferred
Retirement industry knowledge, ASPPA designation a plus
In-depth knowledge of regulations and plan design which governs processes such as 'Estates, QDROs, Installments and Required Minimum Distributions'
College degree preferred
Ability to work collaboratively and communicate effectively and professionally with various departments
Ability to multi-task in a fast-paced deadline driven environment with minimal errors
Creative thought process focusing on continuous process improvement
A passion for in-depth research and issue resolution
Ability to interpret client and participant needs
Exceptional written communication, organizational skills
Benefits
Bonus or incentive opportunities
Company
Charles Schwab
We have plans for every turn you take.
Founded in 1973
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
Company data provided by crunchbase