Ruby Roberts began her career in the financial services industry in 2010. She is a Manager, Client Consultant Relations and is part of the Consultant Support Center (CSC). The CSC is a centralized team dedicated to providing timely and helpful support to the consultants and financial advisors we serve. Ms. Roberts supports consultant needs with a specific focus on investment solutions, including Managed Account capabilities. She is committed to assisting consultants in understanding our breadth of resources and flexibility, including the plan sponsor and participant experiences.
In previous roles at Schwab Retirement Plan Services ("Schwab"), Ms. Roberts was a Participant Services Representative and a Relationship Specialist. Prior to Schwab, Ms. Roberts was a Customer Service Representative at Fifth Third Bank.
Ms. Roberts earned a Bachelor of Business Administration with a concentration in finance from Kent State University. She holds the Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals & Actuaries (ASPPA).