Client Service Specialist – Retirement Plan Services
| Company | Charles Schwab |
|---|---|
| Location | Lone Tree, CO, USA, Austin, TX, USA, Westlake, TX, USA, Phoenix, AZ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Bachelor’s degree or equivalent related work experience
- Strong communication skills (written and oral), with strong attention to detail and the ability to use appropriate communication channels
- Working knowledge of Excel, Word, Access, and PowerPoint
- 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
- Ability to work in a matrix environment with multiple stakeholders
Responsibilities
- Assisting in the day-to-day servicing responsibilities for Schwab’s recordkeeping clients
- Supporting a team of Client Service Managers responsible for client satisfaction
- Handling daily administration assignments, such as researching participant or client related questions
- Comprehension/application of procedures, processes, and systems
- Direct contact with Schwab’s clients
- Participating in the research, development, and production of strategic solutions to meet retirement client needs
- Communicating clearly in both written and face-to-face communications
- Working collaboratively within the organization
- Sharing best practices
- Aiding in the continuous improvement of the services provided by Schwab
Preferred Qualifications
- Qualified Plan/Trust administration experience
- Basic understanding of ERISA, pension, trust, and securities industries