Company: Charles Schwab
Posted on: November 19, 2021
Position Type: Regular 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.
*Position can be based in Austin, TX
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 -
Qualified Plan/Trust administration experience preferred
Basic understanding of ERISA, pension, trust and securities
Working knowledge of Excel, Word, Access, and PowerPoint
Ability to analyze data to form meaningful conclusions
Previous experience in client service and/or developing customer
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 firstname.lastname@example.org 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.
Keywords: Charles Schwab, Austin , Relationship Specialist, Other , Leander, Texas
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