Charles Schwab Specialist, Client Service - Retirement Plan Services in Austin, Texas


Austin - TX, AUSTINB, 12401 Research Blvd, 78759

Sarah Trujillo


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Retirement Business Services (RBS), a division within Schwab Advisor Services, provides trust,

custody, trading, and technical services through the Business Trust Division of

Charles Schwab Bank, Charles Schwab & Co., Inc. and Schwab Retirement

Technologies. RBS is growing rapidly by providing retirement plan trust

and custody services to Independent Recordkeepers (Recordkeepers), Registered

Investment Advisors (Advisors) and Third Party Administrators (TPAs), and leads

the industry in servicing retirement plans through intermediary relationships.

What you’ll do:

The Client Service Manager (CSM) supports a specific group of mid-tier client relationships by ensuring all service levels are met on a daily basis. He/She will be the clients’ primary contact and will act as their advocate internally across multiple business lines and levels of management.

Key functions of the CSM include but are not limited to:

  • Act as primary contact for assigned mid-tier independent recordkeeper and third party administrator relationships and associated complex trust and custody accounts.

  • Responsible for presenting a professional image of Schwab in all communications.

  • Introduce new products and services as well as recommend service enhancements

  • Proactively consult and educate clients through knowledge sharing and efficiency training with the objective of promoting client retention and growth

  • Collaborate with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues

  • Meet or exceed established service level standards.

  • Manage multiple tasks effectively by balancing high productivity with excellent service quality

  • Manage client expectations by providing ongoing, proactive communication on projects, deliverables, issue resolution, and other substantive items

  • Escalate client issues to appropriate internal resources

  • Manage client issues by working and communicating effectively with the appropriate internal resources to identify the root cause, resolution, and alternatives

What you have

  • Up to 2 years of experience with qualified retirement plans within the financial industry preferred or experience with employee benefit plans providing trust/custody or recordkeeping services

  • Understanding of rules governing qualified retirement plans

  • Working knowledge of ERISA and regulatory environment governing retirement accounts preferred

  • Excellent client service and problem resolution skills.

  • Excellent communication (verbal and written) skills with ability to organize, prioritize, and work with minimal supervision.

  • Ability to manage complex work, be self-directed, and quickly develop a full understanding of our business

  • Positive attitude, team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics

  • Ability to plan and lead client meetings in a professional, consultative and effective manner

  • Capable of working well with diverse groups and individuals and willingness to assist where needed

  • Ability to multi-task, actively listen, assess client needs, research information, and provide clients with outside of the box” options

  • Ability to utilize several different applications at one time, including Windows, internet research, database systems, and email

  • Proficiency with MS Office technology (Word, Excel, PowerPoint)

  • Experience with SalesForce and trust accounting systems, such as SEI is a plus .

  • Bachelor’s degree in finance, economics, business administration, or related area preferred

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Customer Service-less than 2 yrs, Financial Services-less than 2 yrs, Accounting and Finance-less than 2 yrs

Position Located In: TX - Austin

Education: HS/GED

Job Type: Full Time

Category:Retirement Services

Activation Date: Wednesday, April 25, 2018

Expiration Date: Friday, June 1, 2018

Apply Here