
Senior Retirement Plan Implementation Lead
Charles Schwab, Austin, TX, United States
A leading financial services company is looking for a candidate in Austin, Texas to oversee client conversion activities and manage relationships with stakeholders. The role requires at least 5 years in the financial services or record-keeping industry, alongside a Bachelor's degree. Key responsibilities include managing documentations, preparing reports, and ensuring alignment with plan documents. Strong Excel skills and a customer-focused mindset are essential. The position offers robust benefits including a 401(k) plan and paid parental leave.
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