PCIS Participant Services Specialist 401(k) and HSA
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.
Applicants must currently be authorized to work for any employer in the United States, now and in the future, on a full-time basis without employer sponsorship.
We believe in the importance of in-office collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations.
Personal Choice Investment Services (PCIS) provides in-plan brokerage and custody solutions that give retirement plan participants and advisors greater investment choice and flexibility. PCIS supports approximately 1 million participant accounts and $200 billion in assets across PCRA, HSBA, CRA, and broker-dealer pooled investment accounts. The business partners with plan sponsors, recordkeepers, third-party administrators, advisors, trustees, and participants across a broad and growing distribution network.
As a PCIS Participant Services Specialist, you will deliver knowledgeable, accurate, and efficient service across the PCIS product suite. You will directly support plan participants, trustees, third-party administrators, and advisors through inbound and outbound phone calls, email, and chat. The role is responsible for client-service and trading inquiries, complex transactions, issue resolution, and coordination with Provider Services, Advisor Services, Operations, and other business partners.
This Specialist will provide guidance on self-directed brokerage accounts within employer-sponsored retirement plans and health savings accounts, including account access, trading and investment-related processes, transfers, disbursements, forms, digital tools, and transaction status. You will tailor information to the needs and authority of each contact, maintain knowledge across multiple business divisions, and perform selected analytical and project work, including credit-risk support, quality assurance, system cleanup, and call-out campaigns.
The ideal candidate combines strong client-service and operational judgment with knowledge of brokerage, retir...
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