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Client Service Specialist, Retirement Business Services

Company: Charles Schwab
Location: Austin
Posted on: February 16, 2020

Job Description:

Your OpportunityRetirement Business Services (RBS), a division within Schwab Advisor Services, provides trust, custody, trading, and technical services through the Business Trust Division of Charles Schwab Bank, Charles Schwab & Co., Inc. and Schwab Retirement Technologies. RBS is growing rapidly by providing retirement plan trust and custody services to Independent Recordkeepers (Recordkeepers), Registered Investment Advisors (Advisors) and Third Party Administrators (TPAs), and leads the industry in servicing retirement plans through intermediary relationshipsWhat youre good atThe Client Service Specialist supports a specific group of mid-tier client relationships by ensuring all service levels are met on a daily basis. He/She will be the clients primary contact and will act as their advocate internally across multiple business lines and levels of management.

  • Act as primary contact for assigned mid-tier independent recordkeeper and third party administrator relationships and associated complex trust and custody accounts.
  • Responsible for presenting a professional image of Schwab in all communications.
  • Introduce new products and services as well as recommend service enhancements
  • Proactively consult and educate clients through knowledge sharing and efficiency training with the objective of promoting client retention and growth
  • Collaborate with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues
  • Meet or exceed established service level standards.
  • Manage multiple tasks effectively by balancing high productivity with excellent service quality
  • Manage client expectations by providing ongoing, proactive communication on projects, deliverables, issue resolution, and other substantive items
  • Escalate client issues to appropriate internal resources
  • Manage client issues by working and communicating effectively with the appropriate internal resources to identify the root cause, resolution, and alternativesWhat you have
    • 2+ years of experience with qualified retirement plans within the financial industry preferred or experience with employee benefit plans providing trust/custody or recordkeeping services
    • Understanding of rules governing qualified retirement plans
    • Working knowledge of ERISA and regulatory environment governing retirement accounts preferred
    • Excellent client service and problem resolution skills.
    • Excellent communication (verbal and written) skills with ability to organize, prioritize, and work with minimal supervision.
    • Ability to manage complex work, be self-directed, and quickly develop a full understanding of our business
    • Positive attitude, team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics
    • 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
    • Ability to multi-task, actively listen, assess client needs, research information, and provide clients with outside of the box options
    • Ability to utilize several different applications at one time, including Windows, internet research, database systems, and email
    • Proficiency with MS Office technology (Word, Excel, PowerPoint)
    • Experience with SalesForce and trust accounting systems, such as SEI is a plus .
    • Bachelors degree in finance, economics, business administration, or related area preferredApply for this jobRefer a friendWhy Schwab?At Schwab, Own Your Tomorrow embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. Were a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.Hear from employees:: a package designed to empower your health, wealth, career and life.Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.As an equal employment 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.Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.Job Locations US-TX-Austin - US-AZ-PhoenixRequisition ID 2020-50680Posted Date 5 days ago (2/6/2020 11:07 AM)Category Retirement ServicesPosition Type Full time

Keywords: Charles Schwab, Austin , Client Service Specialist, Retirement Business Services, Other , Austin, Texas

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