Client Service Specialist, Retirement Plan Services

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

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’re responsible for

As a Client Service 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 Client Service 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 direct contact with Schwab’s clients. You 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. You will 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

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

• Bachelor’s degree or equivalent related work experience
• Strong communication skills (written and oral), with strong attention to detail and the ability to use appropriate communication channels 
• Working knowledge of Excel, Word, Access, and PowerPoint
• Demonstrated record as a self-starter and fast learner with business and technical acumen 
• Ability to manage multiple workflows at a time and effectively prioritize time sensitive items 
• Ability to analyze data to form meaningful conclusions
• Previous experience in client service and/or developing client relationships and strong internal partnerships
• Ability to work in a matrix environment with multiple stakeholders

Preferred Qualifications: 

• Qualified Plan/Trust administration experience
• Basic understanding of ERISA, pension, trust, and securities industries