Retirement Conversion Specialist

Pay range: USD $27.88 - $33.65 / Hour

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 locations. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

The Conversion Team is the primary point of contact for retirement clients at Schwab, and our role centers on clear, professional communication to ensure a seamless onboarding process for new retirement business at Charles Schwab Trust Bank. We are responsible for articulating the setup of a variety of products and services-such as investment, paying agent, and data and reporting solutions-so that clients fully understand and utilize the offerings available to them. The Conversion Analyst takes ownership of each new account opportunity, prioritizing exceptional client and partner experiences through effective written and verbal communication from the initial inquiry through Schwab's appointment as successor custodian and paying agent. This includes engaging with clients and attorneys, as well as collaborating with internal teams, to ensure that all key information and documentation are accurately collected and properly set up for each account.

You will support clients transitioning new retirement plan business to Schwab, ensuring that your communication fosters a positive, seamless experience for independent recordkeeper and advisor clients.

What you'll do:

As a Conversion Specialist, you will use consultative communication skills to interact with clients and business partners, leveraging various applications to set up retirement plans on the Trust Bank platform. This includes scheduling and leading 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. You will coordinate with internal teams to ensure that all account setups are clearly communicated and executed with accuracy.

Success in this fast-paced environment requires outstanding written and verbal communication skills, attention to detail, and the ability to think creatively to solve client needs. You must be comfortable leading client calls, articulating complex retirement business and investment information, and collaborating effectively within a team atmosphere.

What you have

• 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.

• 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