The Client Executive is responsible for the strategic planning and development of the MSB client base. This role is responsible for developing division policies and procedures for client management and building and maintaining strategic client relationships for the company.
This role is also responsible for marketing and developing critical client communication. This role also provides executive level support to the Account Executives as needed for client projects and/or issues.
As the lead interface between plan sponsor and Schwab, the Client Service Manager will be accountable for client satisfaction, delivering value to clients by broadening Schwab's relationships with plan sponsors and plan participants.