Retirement Loan Team, Senior Specialist

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.

Plan Sponsors and participants deserve our best, every time. We respect them and their time by ensuring every interaction with us is simple and easy. The goal of Operational Services is to meet the needs of Schwab Retirement Plan Services (SRPS) by providing fast and accurate execution of customer needs, with tremendous ease along with all the safety and assurances we expect for our own retirement plan needs. It’s all about Simplicity, Service and Scale, redefining how we move our value proposition forward.

What you’ll do:

As a Sr. Specialist, you will have a unique opportunity of defining the service that will be delivered to both the participant and plan sponsor. The Sr. Specialist is expected to be a subject matter expert in retirement plan loan processing and maintenance while providing consultative services to SRPS plan sponsors. Specifically, the position responsibilities include:

• Work directly with plan sponsors to bring loans current by creating customized actionable plans, including consulting on corrective methodologies. 
• Research loan and payroll history to provide plan sponsors with resolution and accurate data.
• Effectively communicate with plan sponsors on the day-to-day plan needs (loan specific).
• Coordinate with internal business partners on participant and client requests to ensure timely completion.
• Work collaboratively within the organization and share best practices to meet and exceed client needs and expectation.
• Participate in new plan and merger conversion meetings, assisting with new client onboarding efforts.

What you have

• 3-5 years of experience in Qualified Retirement Plan Administration, ASPPA designation (QKA, QPA) preferred, but not required.
• A Client-First Attitude.  At Schwab, we seek to view our business “Through Clients’ Eyes.”
• Flexibility and attention to detail, initiative in researching tasks, entrepreneurial spirit, and the ability to meet multiple competing deadlines is vital to success in this position.
• Communicate effectively and professionally with clients and various departments including comfortability presenting to clients and internal departments.
• Ability to work collaboratively with various departments to ensure that client deliverables are met timely and accurately.
• Creative thought process with a proven record of continuous process improvement ideas directly impacting the participant and client experience.
• Ability to exercise good judgment, knowing how and when to call on other resources.
• Outstanding time management skills, acute attention to detail, including exceptional organizational and analytical skills.
• College degree or equivalent work experience

In addition to the salary range, this role is also eligible for bonus or incentive opportunities