Conversion and Implementation Specialist

Primary contact for all conversion related activity for the independent record keeper and/or advisor. Daily review of Charles Schwab Trust Bank onboarding legal agreements. Review of system set ups and databases prior to account setup completion. Daily correspondence to recordkeepers and/or advisors relating to new business and changes to existing business. Review of plan types and specifications to support business exception requests. Create and maintain accurate record keeper and registered investment advisors records using our trust reporting systems and Salesforce. Cultivate positive relationships by managing client expectations by providing ongoing, proactive communication on new account deliverables, issue resolution, and other substantive items. Collaborate with various internal operation teams, legal, and relationship managers to deliver timely and accurate information in response to inquiries and/ account setup issues.

According to JobzMall, the average salary range for a Conversion and Implementation Specialist in 2309 Gracy Farms Ln, Austin, TX 78758, USA is between $47,667 and $71,569 per year. This is based on the salaries of similar positions in the same area.

Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.