Business Acceptance Specialist

Job Description

Your Opportunity

The Charles Schwab Corporation's Institutional Services group meets 'business-to-business' needs through Advisor Services, Retirement Plan Services, Corporate Brokerage Services, and Retirement Business Services. The National Business Development group is responsible for new business efforts overseeing Sales Support, Consultant Relations, Business Acceptance, and Sales Presentations & Proposals. The individual selected for the Senior Proposal Writer position will be responsible for the analysis and completion of new business proposals for all related retirement plan products and services.

What you are good at

The Business Acceptance Specialist will be responsible for overseeing the internal sales process within the various business units from the Request for Proposal to the handoff to Conversion. Their primary responsibilities will include the management of functional email boxes to ensure all sales support requests are documented in SalesForce, a task is assigned to the appropriate individual to complete the request and all details pertaining to that opportunity are saved to a centralized location for review. The Business Acceptance Specialist will be encouraged to prepare drafts of vital documents for the client in preparation for a conversion. In addition, the Business Acceptance Specialist will be trained to do an initial review of an opportunity and identify key details that require further review, learn basic pricing functions and run reports when necessary.

What you have

• 2+ years of relevant financial services experience in retirement plan administration or recordkeeping services; or stock plan administration
• Confirmed ability to communicate technical information in a clear manner
• Ability to work well under pressure in a high-demand deadline driven environment
• Bachelor’s degree or equivalent work experience
• Ability to self-manage project details and work with different organizational levels within the organization
• Ability to operate independently and as part of a team
• Attention to detail is imperative
• Outstanding time management and organizational skills with demonstrated experience in running multiple, fast paced projects
• Ability to quickly learn and gain in-depth understanding of existing and new products and services
• Excellent Microsoft Word and Excel skills

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.