Retirement Plan Communications Specialist – Multichannel Support

The Charles Schwab Corporation; Austin (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) match

Stock purchase plan

Paid sabbatical

Parental leave

Tuition reimbursement

Health insurance

Job summary

The Charles Schwab Corporation in Austin, TX, is seeking a Specialist, ECG Retirement Plan Professional to deliver outstanding participant service for corporate retirement accounts. You will field chats and emails daily, with phone work as needed, using multiple applications and dual monitors to support clients.

The role requires strong written communication, multitasking in a fast-paced environment, and a commitment to accurate, client-focused service.

Qualifications

• Series 7 and 66 licenses required.
• Experience with RPS Chat and Email Multichannel Team.
• Expertise in Participant Services operations and procedures.
• Strong written communication skills with clients.

Responsibilities

• Provide outstanding service to Schwab retirement plan participants via chats, emails, and phone as needed.
• Navigate multiple systems and tools with accuracy and efficiency.
• Maintain professional relationships and trust with clients.
• Balance multiple tasks in a fast-paced, technology-driven environment.

Skills

Series 7/66 licenses

RPS Chat

Email Multichannel

Participant Services

Written communication

Multitasking

Good standing

Relationship building

Job description

The Charles Schwab Corporation in Austin, TX, is seeking a Specialist, ECG Retirement Plan Professional to deliver outstanding participant service for corporate retirement accounts. You will field chats and emails daily, with phone work as needed, using multiple applications and dual monitors to support clients.

The role requires strong written communication, multitasking in a fast-paced environment, and a commitment to accurate, client-focused service.