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.
Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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