Retirement Loan Team, Senior Specialist

Charles Schwab • Austin, TX

123d

About The Position

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. Plan Sponsors and participants deserve our best, every time. We respect them and their time by ensuring every interaction with us is simple and easy. The goal of Operational Services is to meet the needs of Schwab Retirement Plan Services (SRPS) by providing fast and accurate execution of customer needs, with tremendous ease along with all the safety and assurances we expect for our own retirement plan needs. It's all about Simplicity, Service and Scale, redefining how we move our value proposition forward.

Requirements

• 3-5 years of experience in Qualified Retirement Plan Administration.
• ASPPA designation (QKA, QPA) preferred, but not required.
• A Client-First Attitude, viewing business 'Through Clients' Eyes.'
• Flexibility and attention to detail, initiative in researching tasks, and the ability to meet multiple competing deadlines.
• Effective and professional communication with clients and various departments, including comfortability presenting to clients and internal departments.
• Ability to work collaboratively with various departments to ensure timely and accurate client deliverables.
• Creative thought process with a proven record of continuous process improvement ideas impacting participant and client experience.
• Ability to exercise good judgment and know when to call on other resources.
• Outstanding time management skills, acute attention to detail, and exceptional organizational and analytical skills.
• College degree or equivalent work experience.

Responsibilities

• Define the service delivered to both the participant and plan sponsor.
• Act as a subject matter expert in retirement plan loan processing and maintenance.
• Provide consultative services to SRPS plan sponsors.
• Work directly with plan sponsors to bring loans current by creating customized actionable plans.
• Research loan and payroll history to provide plan sponsors with resolution and accurate data.
• Effectively communicate with plan sponsors on the day-to-day plan needs (loan specific).
• Coordinate with internal business partners on participant and client requests to ensure timely completion.
• Collaborate within the organization and share best practices to meet and exceed client needs and expectations.
• Participate in new plan and merger conversion meetings, assisting with new client onboarding efforts.

Benefits

• Eligible for bonus or incentive opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree