Location
Richfield
Job Type
Full-time
Posted
July 13, 2026
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._**
The goal of Ops Services is to meet the needs of Workplace Services by providing the best client service possible as it relates to the recordkeeping aspects of Defined Contribution Retirement Plans. Specifically, a Specialist within PAI is responsible for accurately executing high volumes of incoming documents, researching activity, managing relationships with internal business partners, and ensuring absolute compliance with all regulatory requirements of ERISA Law.
The Specialist is expected to manage volumes of incoming checks and documents, validation of documents, and...
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._**
The goal of Ops Services is to meet the needs of Workplace Services by providing the best client service possible as it relates to the recordkeeping aspects of Defined Contribution Retirement Plans. Specifically, a Specialist within PAI is responsible for accurately executing high volumes of incoming documents, researching activity, managing relationships with internal business partners, and ensuring absolute compliance with all regulatory requirements of ERISA Law.
The Specialist is expected to manage volumes of incoming checks and documents, validation of documents, and...
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