Your opportunity

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.

The Retirement Plan Services Implementation Team within Plan Administration and Implementation (PAI) is committed to providing a seamless transition of plan and participant records to Schwab for both new business conversions and ongoing plan mergers. It is true that you never get a second chance to make a first impression. We have assembled a team of some of the most experienced and qualified people in the industry. Our goal is to lead the industry in plan conversions through a proven process that focuses on quality, timeliness and the best overall conversion experience for our clients and their employees.

The Implementation Senior Specialist will be responsible for the high-quality execution of all aspects of new business conversions and deconversions of existing business. Communicating and managing all internal and external stakeholders of the conversion including prior record keepers, internal Schwab teams, plan sponsors, Trustee/Custodian, and advisors (if needed). 

Day to day responsibilities include but are not limited to:

Documenting all milestones of the conversion in a timeline letterPreparing acceptance letters which include wire/asset transfer responsibilitiesSetting up and reviewing plan setup on recordkeeping system (SRI) and RPM using plan documentsCommunicating with Charles Schwab Trust Bank on asset transfers and investing assets received from prior trusteesReconciling plan assets to participant recordkeeping balances and trust statementsProcessing contributions and loan repayments,Loading historical data and reviewing various census and loan reports before sending out for client’s review.

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

Bachelor’s degree or equivalent experience4 + years’ experience in the financial services and/or record keeping industryStrong Excel skills.Excellent written and oral communication skillsStrong customer focus, including ability to think in terms of the customers perspective and expectationStrong interpersonal, analytical, problem solving, organizational, decision-making and conflict resolution skillsAbility to multi-task among competing prioritiesAbility to become proficient in plan recordkeeping software within 6 months of hireWillingness to take the initiative when faced with a new or challenging situation

Preferred Qualifications: 

Experience with a concentration in Defined Contribution Plan ServicesQKA designationProficiency in plan administration and ERISA.
What’s in it for you

At Schwab, we’re committed 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 Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Apply Save job