Charles Schwab · 18 hours ago
Retirement Conversion Specialist
Austin, TX
Full-time
Hybrid
Mid Level
3+ years expCharles Schwab is a financial services company focused on innovative solutions and client collaboration. The Retirement Conversion Specialist is responsible for facilitating a seamless onboarding process for new retirement clients, ensuring clear communication and accurate account setup while fostering positive client experiences.
Financial Services
No H1B
Responsibilities
Use consultative communication skills to interact with clients and business partners, leveraging various applications to set up retirement plans on the Trust Bank platform
Schedule and lead client meetings, guiding recordkeeper and investment advisor clients through in-kind asset transfers from prior custodians, and communicating requirements for new account agreements and fund attachment paperwork
Coordinate with internal teams to ensure that all account setups are clearly communicated and executed with accuracy
Qualification
Required
Bachelor's degree in finance, economics, business administration, or a related field preferred
3 to 5 years of financial services experience in a client-facing or operations role, ideally supporting investment advisor firms or employee benefit plans with trust/custody or recordkeeping services
Comprehensive written and verbal communication skills, with the ability to organize, prioritize, and explain complex information clearly to clients and partners
Ability to project manage and lead client meetings involving multiple accounts, transfers, and documents, ensuring clear communication at every step
Demonstrated analytical skills, including the ability to research, document findings, and resolve transfer request issues while communicating status updates effectively to stakeholders
Advanced proficiency with Microsoft applications, including Excel, Outlook, and Word, and the ability to use multiple applications and CRM systems simultaneously to support client communications
Moderate experience with Salesforce, SmartSheet, and/or DocuSign, with the ability to communicate usage to clients and colleagues
Strong organizational skills and the capacity to handle multiple priorities without sacrificing the quality or clarity of communication
Ability to work independently and meet deadlines, providing timely updates and responses to clients and internal teams
Collaborative attitude and a positive, outgoing approach, with a focus on building authentic relationships through effective communication
Critical thinking skills to identify gaps or inefficiencies and communicate solutions succinctly to management and leadership
Comfort working in a dynamic environment, embracing change and innovation, and communicating these shifts clearly to clients and colleagues
Strong customer focus, including the ability to listen, gather relevant information, and provide clients with innovative options, always considering the client's perspective in communications
Professionalism, intelligence, and a team-oriented mindset that foster clear, effective, and positive communication across all interactions
Benefits
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
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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