Retirement Conversion Specialist

Position Type: RegularYour 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. As a Personal Choice Investment Services (PCIS) Conversion Specialist, you will provide superior service to our Third-Party Administrators (TPA), Independent Record-keepers, and participants providing seamless account and plan transfers. It's this level of service that differentiates us from our competitors and serves as a sustainable competitive advantage.

• The Conversion Specialist will promote client retention and identify opportunities to build existing relationships through timely and accurate transfer processing and service quality.
• Provide support for incoming, outgoing, and internal account and retirement plan transfers.
• Provide value-add recommendations to increase operational efficiencies.
• Collaborate with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues.
• Own and process complex plan transfer requests.

What you have

• Previous experience working with Third Party Administrators (TPA's) and Independent Record-Keepers or Advisors
• Excellent operational, organizational and follow-up skills with the ability to manage and process complex operational work.
• Strong customer contact skills, along with excellent interpersonal, verbal, and written communication skills.
• Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics.
• Intermediate to Advanced technical skills, with the ability to utilize multiple applications at one time, including Windows, internet researching, database systems, and email.

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'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 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 that takes care of the whole you - both today and in the future:

• 401(k) with company 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

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.