Relationship Specialist
Company: Charles Schwab
Location: Cedar Park
Posted on: January 19, 2023
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Job Description:
Position Type: RegularYour OpportunitySchwab 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.What you are good atAs a
Relationship 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. You
will support a team of Relationship Managers responsible for our
clients' complete satisfaction with Schwab. Included in your
responsibilities are the daily administration assignments, such as,
researching participant or client related questions,
comprehension/application of procedures, processes, and systems, as
well as limited direct contact with Schwab's clients. -The
Specialist will also participate in the research, development, and
production of strategic solutions to meet our retirement client
needs including accumulation of supporting documents or reports.
The Relationship Specialist will also be required to demonstrate
the ability to communicate clearly in both written and face-to-face
communications, work collaboratively within the organization, share
standard processes, and aid in the continuous improvement of the
services provided by Schwab.What you have
Keywords: Charles Schwab, Cedar Park , Relationship Specialist, Other , Cedar Park, Texas
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