Retirement Plan Loan Specialist — Client Advocate
Charles Schwab
Charles Schwab Corporation is seeking a Loan Specialist to support the Retirement Plan Services group. You will manage 100+ client relationships, act as a subject matter expert on retirement plan loans, and provide consultative assistance to resolve loan needs with accuracy and urgency. The role emphasizes process improvements, risk mitigation, and strong client outcomes. You will collaborate with sponsors and internal partners, maintain sharp attention to detail, and use Excel, Word, and #J-18808-Ljbffr Charles Schwab Corporation
$43.89k - $102.08k
...community at a time. Position Summary The Client Advocate supports service & administration of... ...) files, and finance. Provides plan document interpretation and ensures the... ...dental, and vision coverage, paid time off, retirement savings options, wellness programs, and...RetirementHourly payFull timeTemporary workLocal areaFlexible hours- ...Client Advocate - Construction ~202602909 ~Dallas, Texas, United States ~Phoenix, Arizona... ...experience. Provide strategic planning and consultative advice to clients; monitor... ...(only included for Washington roles) Retirement Benefits: Qualified contributory...RetirementFull timeTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
- ...Medicaid Eligibility Advocate DUP Experience the HCA... ...referral after treatment plan has been discussed,... ...health, life, career, and retirement of our colleagues. The... ...tuition assistance, student loan assistance,... ...Eligibility, for external clients across the country. Parallon...RetirementTemporary workWork at officeFlexible hours
$18.36 per hour
...subject to specific elections, plan, or program terms. If eligible, the benefits... ...Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions... ...'re partners in transformation. We help clients activate ideas and solutions to take advantage...RetirementContract workTemporary workRemote work- Charles Schwab in Austin is seeking a Loan Specialist within the Plan Administration & Implementation (PAI) group to support retirement plan loan services for 100+ sponsors. This role... ...to ensure timely responses and excellent client outcomes. Hybrid work is offered with on-...Retirement
- ...law firm with over 25 years of experience and a proven track record of success. We operate across six offices in Texas and fight for clients against insurance companies, delivering aggressive advocacy. Join a high-performance culture focused on development, collaboration,...
$90k - $130k
...ideal candidate will manage a diverse caseload and represent clients throughout Central Texas. The successful applicant will be licensed... ...bilingual in English and Spanish. Benefits include health insurance, paid time off, and a retirement plan. #J-18808-Ljbffr Feitong BukeRetirementFull time- Location: US-TX-Austin ID: 2026-1799 Overview The Client Advocate focuses on driving regional growth by developing and executing business... ...opportunities, public policy trends, and regulations affecting planning, design, and construction and provides economic, budget, and...Bi-weekly payFull timeTemporary workInternshipLocal areaFlexible hours
- Serenity Mental Health Centers is seeking a Client Advocate to guide clients through their options with clarity and support. This role demands excellence in customer service, requiring at least 2 years of experience in a related field. You will help clients feel confident...
- ...purpose to champion every client’s goal with passion and... ...Services, within Plan Administration & Implementation... ...to meet the needs of Retirement Plan Services by... ...Plans. Specifically, a Specialist is responsible for managing... ...Law. What you have As a Loan Specialist, you’ll help...RetirementWork experience placementWork at office
$8.27k
...Grant-supported (1 year, but plan to apply for continuance)... ...The primary function of the Advocate is to provide individualized... ...the employee at no cost. ~ Retirement Savings: 401(k) plan with a 3... ...travel in or out of state for client transportation or training....RetirementFull timeWork at officeLocal areaImmediate startFlexible hoursNight shiftAfternoon shift$8.27k
...Statement of Faith. Job Title: Advocate Job Status: Full-time,... ...Grant‑supported (1 year, but plan to apply for continuance) Job... ...for the employee at no cost. Retirement Savings: 401(k) plan with a 3... ...travel in or out of state for client transportation or training....RetirementFull timeWork at officeLocal areaImmediate startFlexible hoursNight shiftAfternoon shift$21 - $22.48 per hour
...Alliance seeks a Children's Advocate for the Residential & Support... ...support and advocacy to assigned clients residing in SAFE's Family... ...Supportive Housing program. They will plan and implement therapeutic,... ...pet insurance. 403(b) retirement plan with an ability to contribute...RetirementHourly payFull timeTemporary workWork at officeImmediate startRemote workFlexible hoursShift workNight shiftAfternoon shift- ...Offices in Austin, TX seeks a Family Law Associate to represent clients in divorce, custody, and related matters. You will draft... ...comprehensive benefits package including health and dental insurance, retirement plan, paid parking, and paid CLE, with opportunities for #J-18808...Retirement
- ...Austin, TX invites a meticulous personal injury paralegal to join our team. You will support attorneys, draft documents, and manage client calendars with a focus on empathetic service and accuracy. You’ll handle a docket of 40-45 cases, collaborate with a team lead, and...
- ...ideal candidates will be established attorneys with a portable client base, particularly in healthcare practice areas. The role... ...law license are required. Comprehensive health insurance and retirement plans are offered as part of the benefits package. #J-18808-Ljbffr...RetirementWork at office
- Schwab Retirement Plan Services is seeking a skilled ERISA Compliance professional to lead testing and reporting for qualified retirement plans. You will coordinate with ERISA Consulting, clients, and Relationship Management to resolve complex issues and ensure timely...Retirement
$80k - $90k
F-Prime Capital is seeking an experienced Retirement Plan Administrator to join our dynamic Retirement Plan Administration (RPA) team. You... ...government reporting, and providing excellent consulting services to clients. Ideal candidates have a minimum of 4 years of relevant...Retirement- ...this role to work on site in the specified location(s). Schwab Retirement Plan Services provides third party recordkeeping and retirement... ...are committed to the financial fitness of all participants and clients. We assist plan sponsors to ensure that the plans are...RetirementWork at office
- ...Loan Officer - Bilingual in English & Spanish We are Lennar, one... ...nurture strong relationships with clients and homebuilding associates... ...construction trailer, driving, reading plans, climbing stairs and ladders,... ..., and Vision coverage. 401(k) Retirement Plan with a $1 for $1 company...RetirementWork at officeLocal area
- ...12 paid holidays annually. Retirement: 401(k) with up to 9% employer... ...Affordable medical, dental, and vision plans. Parental Leave: 8 weeks of... ...agribusiness and commercial loans and leases. Experience in... ...strong relationships with client management/owners and other...RetirementWork at officeLocal area
$21 per hour
...throughout Travis County are available for the Advocate Position. Applicant must be... ...the Advocate are to initiate, organize, plan, develop and implement direct advocacy... ...~ Employee Assistance Program ~403(b) Retirement Savings Plan ~ Pet Insurance ~ Competitive...RetirementHourly payWeekly payPart timeFlexible hours$22.8 - $27.35 per hour
...About the Role We are seeking a Family Advocate to join our team. The Family Advocate... ...when needed. Collaborate with teachers, specialists, and community partners to provide... ...of 5% of your annual pay into a 401(k)-retirement plan after 6 months of employment. Paid holidays...RetirementTemporary workSeasonal work$23 per hour
A reputable financial services company is looking for a Retirement Plan Specialist to work fully remotely. In this entry-level role, you'll assist clients with their 401(k) plans, ensuring accuracy and compliance. Ideal candidates are detail-oriented with strong communication...RetirementRemote jobHourly pay- ...join our team.We are looking to add a Senior Financial Planning and Analysis (FP&A) Specialist II to our team. If you enjoy working in a startup... ...health, dental, vision, HSA, FSA, life, disability and retirement plans. CesiumAstro is an Equal Opportunity employer. All...RetirementPermanent employmentFull timeContract workWork experience placementWork at officeLocal area
- Arrive Logistics in Austin, TX is seeking a Logistics Coordinator to manage the load board daily, enter detailed data, and schedule shipments. You will obtain pickup and delivery appointments, communicate updates to customers and carriers, and help optimize profitability...
$23 per hour
...fuels your drive to make things better. Role Summary As a Retirement Plan Specialist at Guidant Financial you will take the first step down the... ...basic plans. Youll review documents submitted by our clients, proactively keep clients updated on progress and help clients...RetirementHourly payFull timeWork experience placementRemote workWork from homeHome officeFlexible hours$145k - $160k
...technology and exceptional talent to meet the complex needs of our clients in a fast-paced and dynamic legal landscape. We are seeking a... ...Spalding’s comprehensive benefit program including health and wellness plan, life and disability insurance, flexible spending accounts and a...Full timeContract workWork at officeLocal areaRemote workWorldwideFlexible hours- ...exciting and rewarding position open - Patient Advocate. In this role, you’ll be the friendly... ...Coverage: Medical, dental, and vision plans for our full-time employees, along with... ...holiday to use as you choose! • Retirement Ready: Invest in your future with our 40...RetirementExtra incomeFull timeWork at officeRelocation packageMonday to Friday
- DescriptionThe Transmission Planning Consultant will utilize knowledge in electrical transmission... ...future challenges represented by plant retirements and renewable integration. The... ...studies and other consulting services to help clients make decisions backed by business and...RetirementContract workWork at office
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