Service Specialist

Responsibilities

for the iPCRA Institutional Specialist include, but not limited to :

• Responsible for assisting the iPCRA Provider Service Team in performing daily service and operation functions for Schwab Retirement Plan Services and Institutional PCRA clients.
• Act as a primary contact and work directly with clients and internal partners.
• Collaborate with internal partners in delivery of timely and accurate information in response to service and / or operational functions.
• Manage multiple tasks effectively by balancing high productivity with excellent service quality while meeting or exceeding established service level standards.
• Analyzing, researching, and resolving client cases by working with manager andmunicating effectively with the appropriate internal resources.
• Participate in on-going projects to improve processes and enhance the client experience.
• Perform duties with confidence, minimal supervision, and sound judgment to mitigate risk for the firm.
• Adhere to allpliance / risk procedures and follow corporate and industry protocols.

What you have

What you have

• Bachelor's degree with a minimum of 2 years of experience in the financial service industry working with brokerage, retirement plans, employee benefits, Third Party Administrators (TPA’s) and / or Recordkeeping services.
• Client Service experience within the retirement and / or brokerage industry.
• Understanding of ruleserning qualified retirement plans and working knowledge of ERISA preferred.
• Strong service and client contact skills, along with excellent interpersonal, verbal, and writtenmunication skills.
• Must have a sense of urgency, excellent operational, organizational and follow-up skills with the ability to manage and processplex work.
• Possess advanced analytical skills with the ability to prioritizeplex tasks
• Excellent technical skills, with the ability to utilize multiple applications at one time, including MS Word and Excel, internet researching, database systems, and email.
• Ability to plan / lead client and internal partner meetings in a professional, consultative, and effective manner.
• Positive attitude, team orientation, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics
• Capable of working well with diverse groups and individuals with willingness to learn and assist where needed.
• Licenses not required

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

What’s in it for you

At Schwab, we’remitted to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

Our approach balances our ongoingmitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer apetitive that takes care of the whole you both today and in the future :

• 401(k) withpany match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Job ID 1420879842