Charles Schwab · 16 hours ago
Estates Services Specialist
Indianapolis, IN, US
Full-time
Onsite
Entry Level
$22.12/hr - $33.22/hr
1+ years expCharles Schwab is a financial services company that empowers employees to make an impact on their careers. The Estates Services Specialist role focuses on providing high-touch service to clients and advisors regarding estate and divorce issues, ensuring client loyalty through expert guidance and support.
Financial Services
Responsibilities
Proactively deliver unparalleled value and outstanding service to our clients in order to build and maintain client loyalty by answering questions and communicating requirements pertaining to Estates resolution
Proactively leverage emotional intelligence to meet clients and inheritors emotional needs during a challenging life event, while mitigating the risk to the firm by making informed decisions based on the interpretation of business rules along with state and federal regulations and statutes
Proactively utilize active listening skills, and relationship building skills to uncover and assess underlying client needs by utilizing our EDGE model
Demonstrate a strong passion for client service, exhibiting positive energy and problem-solving skills to connect with our clients through all channels
Demonstrate the ability to engage clients in a manner that inspires asset retention and consolidation at Schwab by working together with the estates processing team to aid in the timely resolution of client issues
Proactively assess and demonstrate ownership to resolve client issues that relate to trust, estates, and other complex issues by effectively using decision making skills to enforce company policies in accordance with applicable regulations and procedures
Proactively navigate grey area when working with clients resolve escalated issues and inquiries
Demonstrate the ability to interact with team members to assist in attaining individual, team, and department objectives by participating in projects and initiatives of varying scope and duration as directed by the business
Qualification
Required
At least 1-year operational experience in call center, legal or financial services including brokerage, banking, legal/paralegal, or research
Bachelor's degree in finance, economics, business administration, or related area (will consider relevant work experience)
Preferred
Active Series 7 & 63 licenses preferred but not required
Ability to learn, apply and retain new information and skills- Emphasis on the ability to review and understand state regulations and limits
Strong analytical, organizational, and problem-solving skills
Ability to communicate effectively (written and verbal)
Display professionalism across all settings
Ability to produce high quality work and meet deadlines
Ability to work in fast-paced environment with an ability to multi-task
Able to empathize and respond sensitively to clients during life event conversations
Ability to make difficult decisions in situations that do not follow standard process
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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