Client Services Specialist - Retirement Services

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Job ID:
1221-31684
Job Category:
Retirement Services
Relevant Work Experience:
Retirement Services-less than 2yrs, Retirement Services-2-5 yrs, Customer Service-2-5 yrs, Customer Service-less than 2 yrs, Accounting and Finance-2-5 yrs, Banking-less than 2 yrs, Financial Services-less than 2 yrs, Financial Services-2-5 yrs, Accounting and Finance-less than 2 yrs, Banking-2-5 yrs
Current Licenses / Certifications:
None
Position Located In:
TX - Austin, OH - Richfield
Education:
BA/BS
Job Type:
Full Time

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:

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 nonqualified 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 transparency and by advocacy of our clients’ best interests. 

What you’ll do:

As a Client Services 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 Services 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 Client Services 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 3 – 4 years
  • Qualified Plan/Trust administration experience preferred
  • Basic understanding of ERISA, pension, trust and securities industries preferred
  • Working knowledge of Excel, Word, Access, and PowerPoint required
  • Experience with recordkeeping systems – preferably SRI or SEI Trust accounting.

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
  • 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/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual’s status in any group or class protected by applicable federal, state or local law.


Position Located In:TX - Austin, OH - Richfield
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Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

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.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.