Specialist, CS&S Part. Services Electronic Communications - RPS

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

Your 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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

As a Specialist, ECG Retirement Plan Professional, you are at the forefront of the participant experience, delivering outstanding service to our corporate retirement account plan participants. You will field electronic communications, i.e., chats & emails every day, providing subject matter expertise on corporate retirement accounts. This is an e-communication channel-based role and will include phone work, as needed, and require the use of multiple computer applications and dual monitors.

What you have

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

Required Qualifications:

• Series 7 & 66 licenses
• Currently trained and active in RPS Chat and Email Multi Channel Team.
• Expertise in Participant Services operations and procedures including having Advanced Account Training completed.
• Strong written communications skills to establish trust and rapport with clients through written communication.
• Provides clients with Through Clients’ Eyes experience by using all systems and resources with accuracy and efficiency.
• Ability to manage multiple tasks simultaneously in a fast-paced, technology-driven environment. This includes navigating complex systems, adapting quickly to new tools, and maintaining accuracy and efficiency under pressure.
• Must be in Good Standing as defined by Schwab corporate policy.
• Demonstrated ability to provide top tier service and support to Schwab participants.
• The ability and desire to develop positive working relationships.

Preferred Qualifications:

• Effective influence and communication skills, supporting and leading our changing communication channel.
• Ability to adapt and implement changes as market and business conditions evolve.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities, including a language premium.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration- so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility 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 benefits package 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