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About the Role

The Implementation Specialist position will be responsible for the high-quality execution of all aspects of new business conversions. The Implementation Team within Plan Administration and Implementation (PAI) is committed to providing a seamless transition of plan and participant records to Schwab for both new business conversions and ongoing plan mergers.

Responsibilities

Implementing and communicating with internal and external stakeholders of the conversion including prior record keepers, internal Schwab teams, plan sponsors, Trustee/Custodian, and advisors.
Documenting all project milestones regarding plan/participant data reviews in excel format.
Working with CSTB, RIS and Asset Maintenance on setup of funds for new conversion.
Communicating with offshore on loading participant level data as well as plan maintenance setup.
Loading and reviewing various census for SOX notifications and open enrollment.
Preparing loans, investment elections, vesting and tax data for participants transitioning to Schwab.
Managing caseload using Work Request system for plan changes.

Requirements

Requires Bachelor’s degree or equivalent experience.
4 + years’ experience in the financial services and/or record keeping industry with concentration in Defined Contribution Plan Services (is a plus).
QKA designation, preferred but not required.
Strong interpersonal, analytical, problem solving, organizational, decision-making and conflict resolution skills.
Willingness to take the initiative when faced with a new or challenging situation.
Ability and willingness to take on a leadership role in this position including demonstrating a willingness to support new ideas.
Proficiency in plan administration and ERISA.
Strong Excel skills.
Excellent written and oral communication skills.
Strong customer focus, including ability to think in terms of the customers perspective and expectation.
Ability to multi-task among competing priorities.
Proficiency in plan recordkeeping software within 6 months of hire.
Ability to motivate/inspire others to achieve team goals and client satisfaction.

Skills

Excel
Plan administration
ERISA
Interpersonal skills
Analytical skills
Problem solving skills
Organizational skills
Decision-making skills
Conflict resolution skills
Written communication skills
Oral communication skills
Customer focus
Multi-tasking
Leadership skills

Location

On site

Work Type

On site

Experience Level

4+ years

Education Level

Bachelor's degree or equivalent experience

Salary/Compensations

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

About the Company

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.
The Implementation Team within Plan Administration and Implementation (PAI) is committed to providing a seamless transition of plan and participant records to Schwab for both new business conversions and ongoing plan mergers.
We have assembled a team of some of the most experienced and qualified people in the industry. Our goal is to lead the industry in plan conversions through a proven process that focuses on quality, timeliness and the best overall conversion experience for our clients and their employees.