Charles Schwab-posted 3 months ago
Full-time • Mid Level
Phoenix, AZ
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

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. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. 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. As a Senior Client Service 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. Supporting a team of Client Service Managers responsible for our clients' complete satisfaction with Schwab. 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. Participating in the research, development, and production of strategic solutions to meet our retirement client needs including accumulation of supporting documents or reports. Communicating clearly in both written and face-to-face communications, working collaboratively within the organization, sharing best practices, and aiding in the continuous improvement of the services provided by Schwab.

  • Assisting in the day to day servicing responsibilities for Schwab's recordkeeping clients.
  • Supporting a team of Client Service Managers responsible for client satisfaction.
  • Conducting daily administration assignments, including researching participant or client related questions.
  • Comprehending and applying procedures, processes, and systems.
  • Maintaining direct contact with Schwab's clients.
  • Participating in the research, development, and production of strategic solutions for retirement client needs.
  • Communicating clearly in both written and face-to-face communications.
  • Working collaboratively within the organization and sharing best practices.
  • Aiding in the continuous improvement of services provided by Schwab.
  • Bachelor's degree or equivalent related work experience.
  • Directly relevant experience for a senior role.
  • Exceptional communication skills (written and oral) with strong attention to detail.
  • Ability to lead internal and external calls and present material effectively.
  • Demonstrated ability to apply effective strategic thinking.
  • Outcome-oriented with a record of delivering effective solutions.
  • Self-starter and fast learner with business and technical acumen.
  • Ability to manage multiple workflows and prioritize time-sensitive items.
  • Strong problem-solving skills and ability to respond to changing priorities.
  • Strong analytic skills to analyze data for business decisions.
  • Strong influencing skills and ability to build credibility with clients.
  • Strong project management skills with experience in managing complex projects.
  • Client service orientation and relationship building skills.
  • Proficiency with Microsoft Office Suite (Word, Excel, PPT, Teams, etc.).
  • Demonstrated subject matter expertise and ability to mentor others.
  • Depth of knowledge in current role to support mentorship and onboarding.
  • Qualified Plan/Trust administration experience.
  • Basic understanding of ERISA, pension, trust, and securities industries.
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