Specialist, Client Service - Retirement Plan Services

Charles Schwab - Austin, TX (13 days ago)4.1


Austin - TX, AUSTINB, 12401 Research Blvd, 78759
Sarah Trujillo

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:
Retirement 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 relationships.

What you’ll do:
The Client Service Manager (CSM) 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.

Key functions of the CSM include but are not limited to:
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 alternatives
What you have

Up to 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 .
Bachelor’s degree in finance, economics, business administration, or related area preferred

What you’ll get:
Comprehensive Compensation and Benefits package
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab.

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: None
Relevant Work Experience: Customer Service-less than 2 yrs, Financial Services-less than 2 yrs, Accounting and Finance-less than 2 yrs
Position Located In: TX - Austin
Education: HS/GED
Job Type: Full Time

Category:Retirement Services
Activation Date: Wednesday, April 25, 2018
Expiration Date: Friday, June 1, 2018
Apply Here