Retirement Services Implementation Senior Specialist
Charles Schwab Inc.•Austin, TX
•$27 - $37•Onsite
About The Position
The Implementation Team within Plan Administration and Implementation (PAI) is committed to providing a seamless transition of plan and participant records to Schwab for both new business conversions and ongoing plan mergers. The goal is to lead the industry in plan conversions through a proven process that focuses on quality, timeliness and the best overall conversion experience for our clients and their employees. The Implementation Specialist position will be responsible for the high-quality execution of all aspects of new business conversions.
Requirements
- Requires Bachelor’s degree or equivalent experience
- 4 + years’ experience in the financial services and/or record keeping industry with concentration in Defined Contribution Plan Services (is a plus)
Nice To Haves
- QKA designation, preferred but not required
- Strong interpersonal, analytical, problem solving, organizational, decision-making and conflict resolution skills
- Willingness to take the initiative when faced with a new or challenging situation
- Ability and willingness to take on a leadership role in this position including demonstrating a willingness to support new ideas.
- Proficiency in plan administration and ERISA;
- Strong Excel skills.
- Excellent written and oral communication skills
- Strong customer focus, including ability to think in terms of the customers perspective and expectation
- Ability to multi-task among competing priorities
- Proficiency in plan recordkeeping software within 6 months of hire
- Ability to motivate/inspire others to achieve team goals and client satisfaction
Responsibilities
- Implementing and communicating with internal and external stakeholders of the conversion including prior record keepers, internal Schwab teams, plan sponsors, Trustee/Custodian, and advisors (if needed).
- Documenting all project milestones regarding plan/participant data reviews in excel format
- Working with CSTB, RIS and Asset Maintenance on setup of funds for new conversion
- Communicating with offshore on loading participant level data as well as plan maintenance setup
- Loading and reviewing various census for SOX notifications and open enrollment
- Preparing loans, investment elections, vesting and tax data for participants transitioning to Schwab
- Managing caseload using Work Request system for plan changes
Benefits
- bonus or incentive opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Senior
