Conversion and Implementation Specialist

Job Description

Your Opportunity

Retirement Business Services (RBS), a division within Advisor Services, provides trust, custody, trading, and technical services through the Business Trust Division of Charles Schwab Trust Bank, Charles Schwab & Co., Inc. and Schwab Retirement Technologies. RBS is growing rapidly by providing retirement plan trust and custody services to independent recordkeepers, Registered Investment Advisors (RIAs) and Third Party Administrators (TPAs), and leads the industry in servicing retirement plans through intermediary relationships. The Retirement Business Services (RBS) Conversion Group's objective is to handle the seamless conversion of over 2,000 employee benefit plans per/year. A strong understanding of the retirement market and the ability to coordinate multiple parties involved within a conversion of retirement plans is paramount to our success. Relationship building plays an important role in the organization to ensure that Schwab Bank remains the preferred choice for new trust and custody business.

Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote.

• Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference, through the remainder of 2021.*
• When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
• Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.

*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees

What you are good at

The position is responsible for leading new plan integration, and reviews plan documents for acceptance. The candidate will assist with coordinating new plan conversions and oversees the product and service setup, and asset review process for adding investments and transfer of assets for new plans. They will work closely with relationship managers and operational teams to successfully transition new business and support existing clients. Qualified applicant will have exceptional communication skills enabling them to interact with various clients and management levels within and outside our firm.

Responsibilities include:

• Primary contact for all conversion related activity for the independent record keeper and/or advisor
• Daily review of Charles Schwab Trust Bank onboarding legal agreements
• Review of system set ups and databases prior to account setup completion
• Daily correspondence to recordkeepers and/or advisors relating to new business and changes to existing business
• Review of plan types and specifications to support business exception requests
• Create and maintain accurate record keeper and registered investment advisors records using our trust reporting systems and Salesforce
• Cultivate positive relationships by managing client expectations by providing ongoing, proactive communication on new account deliverables, issue resolution, and other substantive items
• Collaborate with various internal operation teams, legal, and relationship managers to deliver timely and accurate information in response to inquiries and/ account setup issues.
• Meet or exceed established service level standards
• Ability to work independently and meet deadlines within a dynamic environment.

What you have

• Positive attitude, team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics
• Ability to manage multiple tasks effectively by balancing high productivity with excellent service quality
• Excellent communication skills- written, verbal, and presentation
• Ability to plan and lead client meetings in a professional, consultative, and effective manner
• Capable of working well with diverse groups and individuals and willingness to assist where needed
• Strong emotional intelligence
• Intermediate to advanced technical skills, with the ability to utilize several different applications at one time, including Windows, internet research, and database systems
• Previous experience with Salesforce, Recordkeeping, Advisor Portfolio Management, or other software systems related to exchange of data, a plus
• Bachelor’s degree or related work experience
• Two or more years’ experience with qualified retirement plans within the financial industry preferred or experience with employee benefit plans providing trust/custody or recordkeeping services

Colorado Compensation
Target Total Compensation - $21.11 - $32.26/ hr.
Your actual pay will be based on your skills and experience -- talk with your recruiter to learn more.

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.