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Posted: Monday, January 8, 2018 4:11 AM


Austin - TX, AUSTINB, 12401 Research Blvd, 78759

Christal Lynn Fortunato


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 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:

Charles Schwab Bank Business Trust Services (Schwab Bank) provides trust and custody services for qualified retirement plans, primarily 401(k) plans. Schwab Bank serves Schwab's bundled retirement product, and is the industry leader in providing trading and custody services through Independent Record Keepers. Our goal is to provide excellent service in a rapidly growing business.

What you'll do:

* Primary contact for implementation activity relating to technical onboarding of Advisors, Independent Recordkeepers, and other Clients

* Work with Clients to transmit different automated file types, including education and testing of detailed file specifications (UAT) and requirements for all automated file activity

* Adapting Client systems to Schwab systems for efficient interaction, focusing on Client needs specific to the Clients they are serving, outside the box thinking

* Support procedures and processes for new products and regulatory/technology updates

* Establish meaningful, productive relationships with internal business partners (Sales, Legal, Operations), as well as our third party administrators/independent record keeper and Advisor clients

* Work independently to oversee audits (internal and external), business reporting, and create presentations for technology prioritization cases

* Partner with Schwab technology team to troubleshoot issues as they arise and set up Secure File Transfer Protocol

* Submitting client feedback and changes into business queue. Advocate for client for enhancements.

* Work with advisor/recordkeeping vendors such as Schwab Retirement Technologies, Relius, Omni, Schwab Performance Technologies, Advent, Orion, and others to implement new file types or technology

* Work with Clients and Technical Client Services as it relates to clients access and user functionality on Schwab Advisor Center and Schwab Data Delivery

* Assist with escalations in the day to day

What you have:

* Minimum of 5 years within the retirement or financial industry

* 3 + years combination of client services, conversions, and transition services experience within financial services industry

* Previous experience with Recordkeeping, Portfolio Management, or other software systems related to exchange of data

* Ability to multi-task among competing priorities and to work independently to meet deadlines within a dynamic, fast paced structured and ever changing environment

* Interpersonal, written and oral communication skills

* Project management skills

* Interact effectively and build strong relationships with internal and external clients at all levels

* Strong Microsoft Office skills including Access

* Must be detail oriented with strong analytic and research skills

* College degree 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.

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.

Job Specifications Relocation Offered?:NoWork Schedule:DaysLanguages:English - spokenCurrent Licenses / Certifications:NoneRelevant Work Experience:Retirement Services-2-5 yrs, Retirement Services-6+ yrsPosition Located In:TX - AustinEducation:BA/BSJob Type:Full Time

Category:Retirement Services

Activation Date: Wednesday, August 16, 2017

Expiration Date: Saturday, January 6, 2018

Apply Here


Associated topics: analyse, business analytic, examiner, financial analyst, financial analytic, investment analytics, investment banking, legal, refine, refinement


• Location: Austin

• Post ID: 28033602 austin is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018