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. 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 combi... more details
Relationship Specialist
Job LocationsUS-OH-Richfield
Requisition ID
2024-97801
Posted Date
22 hours ago(6/10/2024 11:08 AM)
Category
Customer Service/Client Service
Salary Range
USD $50000.00 - $65000.00 / Year
Application deadline
6/13/2024
Position Type
Full time
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. 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.
What you have
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 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.
Bachelor’s degree or equivalent related work experience required – directly relevant experience will be considered for a senior role
Basic understanding of ERISA, pension, trust, and securities industries preferred
Strong communication skills(written and oral), with strong attention to detail and the ability to use appropriate communication channel
Working knowledge of Excel, Word, Access, and PowerPoint required
Demonstrated record as a self-starter and fast learner with business and technical acumen
Ability to manage multiple workflows at a time and effectively prioritize time sensitive items
Ability to analyze data to form meaningful conclusions
Previous experience in client service and/or developing client relationships and strong internal partnerships
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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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.
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