Charles Schwab

Client Service Manager, Relationship Management, Retirement Plan Services

Charles Schwab • $80K — $110K *
Austin, TX 78745In-Person
Finance & Insurance
5 - 7 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • 5+ years of experience with employer-sponsored retirement plans.
  • Bachelor's degree or equivalent experience.
  • Strong understanding of ERISA and industry regulations.
  • Proven ability in client strategy development and retirement plan design.
  • Excellent communication and problem-solving skills.
  • Self-motivated with strong initiative and integrity.
  • Flexibility for travel to client sites and presentations.

Responsibilities

  • Lead 15-20 client relationships managing $50M to $150M in assets.
  • Ensure plan administration aligns with plan provisions.
  • Collaborate with internal teams for issue resolution.
  • Deliver a holistic client experience by understanding all client-related issues.
  • Enhance client satisfaction and communicate plan administration activities.
  • Support sales initiatives as needed.
  • Implement client and regulatory changes.

Benefits

  • Eligibility for bonuses or incentives.
  • Continuous improvement opportunities within the organization.
  • Supportive team environment encouraging integrity and respect.
Full Job Description
Client Service Manager role is responsible for leading day-to-day client service delivery in support of plan administration and client needs. This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support.

 

As the lead interface between plan sponsor and Schwab, the Client Service Manager will be accountable for client satisfaction, delivering support to clients by broadening Schwab's relationships with plan sponsors and plan participants. You will understand and adhere to Schwab policies and practices and be responsible for the mitigation of operational and financial risk to Schwab.

 

Responsibilities will include, but not be limited to:

  • Lead approximately 15-20 client relationships with assets under management of $50m to $150M.
  • Understand your plans to ensure administration is completed in accordance with plan provisions.
  • Collaborating with business partners to delegate and lead client issues to successful resolution is key in your position.
  • Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborating with peers to create a precise client experience.  
  • Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.
  • Support Sales efforts, as needed.
  • Work reciprocally within the organization, sharing standard methodologies, and aid in the continuous improvement of the services provided by Schwab.
  • Execute client and regulatory changes.
  • Effectively and authentically communicate Schwab’s value to clients.
  • Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.
  • Build and sustain strong relationships with clients and partnerships with internal associates as well as key contacts within the industry.
What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

 

Required Qualifications 

  • 5+ years of experience working with employer sponsored Retirement Plans.
  • Bachelor's degree or equivalent experience.
  • Validated understanding of ERISA, industry rules and regulations, and non-qualified plan design.
  • Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments.
  • Ability to work independently with minimal oversight by your manager.
  • Excellent written and oral communication skills.
  • Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.
  • Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Client Service Manager.
  • Ability to effectively run plans with varying levels of complexity.
  • Time management skills and ability to handle multiple assignments at a given time.
  • Self-motivated, enthusiastic, take initiative and demonstrate a high degree of personal integrity, resilience, honesty and respect for others
  • Inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the team’s effectiveness and level of service provided to our clients
  • Meet deadlines within a fast-paced environment.
  • Collaborate effectively in teams and influence outcomes
  • Demonstrate confidence, accountability, and teamwork with each interaction
  • Flexibility to travel for client visits and sales presentation

Preferred Qualifications

  • ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.

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

 

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About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Finance & Insurance
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ
SCHW
* Ladders Estimates

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