Sr. Specialist, Retirement Plan Services-Client Services

Job Description

Your Opportunity

Schwab Retirement Plan Services, an affiliate of Charles Schwab & Co., Inc. is one of the leading providers of bundled retirement plan services. For mid-to large sized companies, Schwab offers full-service retirement plans featuring complete retirement services from a single source. Schwab’s combined expertise in recordkeeping and related services, investment choice and award-winning participant experience and education (including retirement plan advice) and high-end technology helps employers offer competitive employee benefits. Schwab Retirement Plan Services, Inc. is a wholly-owned subsidiary of The Charles Schwab Corporation. Schwab Retirement Plan Services provides recordkeeping, administration, participant education and communication, plan design, consulting, actuarial services, and compliance testing for a total of over 1,300 defined contribution, defined benefit, and non qualified retirement plans. Schwab Corporate Services delivers high quality workplace solutions which enable employees to attain secure financial futures. Our actions and decisions are driven by integrity, by visibility and by advocacy of our clients’ best interests.

What you are good at

As a Relationship Specialist, you are responsible for assisting in the day to day servicing responsibilities for Schwab’s recordkeeping clients consistent with Schwab’s goals and guiding principles. You will support a team of Relationship Managers responsible for our clients’ complete satisfaction with Schwab. Included in your responsibilities are the daily administration assignments, such as, researching participant or client related questions, comprehension/application of procedures, processes, and systems, as well as limited direct contact with Schwab’s clients. The Specialist will also participate in the research, development, and production of strategic solutions to meet our retirement client needs including accumulation of supporting documents or reports. The Relationship Specialist will also be required to demonstrate the ability to communicate clearly in both written and face-to-face communications, work collaboratively within the organization, share best practices, and aid in the continuous improvement of the services provided by Schwab.

What you have

• Bachelor’s degree or equivalent related work experience required - 5+years for Sr. role
• Qualified Plan/Trust administration experience preferred
• Basic understanding of ERISA, pension, trust and securities industries preferred
• Working knowledge of Excel, Word, Access, and PowerPoint required
• Ability to analyze data to form meaningful conclusions
• Previous experience in client service and/or developing customer relationships
• Demonstrated ability to effectively manage multiple priorities

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.