Benefits Operations Specialist

Westlake, TX +2

Our HR team provides an exceptional employee experience to cultivate an engaged and productive work environment and superior company performance. Our goal in HR Shared Services is to support the employee experience by providing accurate and timely Benefit assistance to all employees.

As a Benefits Operations Specialist, you will partner closely with our Benefits team to deliver a seamless experience for our employees through the Employee Experience Guiding Principles, including the adoption and promotion of employee self-help tools, automation, and constant review of service levels.

  • Utilize the Service Now case management system to efficiently resolve benefit cases with a focus on customer service and the employee experience.
  • Complete daily and bi-monthly billing processes for accounts payable and benefit providers.
  • Use Workday to resolve benefit eligibility discrepancies identified via integration reports, benefit vendors and employees.
  • Daily administration of Schwab’s sabbatical program
  • The specialist provides service to employees by resolving problems, offering solutions, taking corrective actions, and coordinating with other Benefit Specialists, as needed.
  • The specialist focuses on optimization of current processes and activities, to improve/enhance service quality and operational efficiency.

Workplace Flexibility Program:

  • We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote.
  • Most Schwabbies have the opportunity to work in the office and/or at home based on their preference*  This position offers a hybrid work schedule, working in the office Tuesdays through Thursdays, and remote Mondays and Fridays.
  • Employees may have the flexibility for a hybrid schedule, where they divide their time between working remotely or in the office.
  • Employees and managers can discuss additional flexibility options based on their role, business needs, and individual circumstances.
  • Subject to change. Schwab is continually evaluating its approach to ensuring the safety and well-being of our employees

What you are good at

  • Investigate and resolve Benefit questions / challenges of various complexity, while working closely with employees at all levels of the organization
  • Seeking continuous improvement strategies to identify efficiencies and streamline processes.
  • Meeting strict target dates in a fast-paced environment with accuracy
  • Effectively communicate HR / Benefit policies and programs and the ability to listen and explain sophisticated subjects
  • Building agreement and partnership across HR
  • Excellent customer service skills with a focus on effective execution.
  • Responding to questions, resolving issues, and knowledgeable of the appropriate advancement path after triaging the request.
  • Responding promptly to advanced Tier 2 employee benefit inquiries received via MyHR cases, or phone, further advancing to Tier 3 as needed
  • Building collaboration and partnership across HR
  • Resolving problems, answering questions, providing/clarifying information, and coordinating with partners as needed
  • Supporting self-service and processing of benefit data, including pay impacting personnel data
  • Collaborating with Tier 1 Contact Center to assist with trend identification and education, as needed
  • Reconciling/closing help request cases, recording details of inquiries, comments, challenges, and resolutions
  • Performing other duties and special projects as assigned

What you have

  • Extensive knowledge of Schwab Benefit programs / processes
  • Knowledgeable of Workday, highly preferred
  • 2 years of shown experience within a benefit / payroll capacity
  • Excellent digital literacy, including proficiency in Microsoft Office (Outlook, Word, Excel and PowerPoint). Experience analyzing Excel reports to identify trends and sort/record data
  • Excellent communication skills, with ability to connect with employees, and external providers
  • High attention to detail with exceptional time-management skills and shown ability to handle initiatives simultaneously
  • Proactively adapting procedures to meet changing policies and government / state guidelines.
  • Actively collaborating with HR Centers of Expertise (COEs) and HR program owners to shape the employee experience.
  • Bachelor’s Degree in Human Resources and/or equivalent HR experience.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call 800-275-1281.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

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