Client Service Manager, Retirement Plan Services

Charles Schwab-posted 5 months ago
Full-time • Mid Level
Littleton, CO
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
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At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us 'challenge the status quo' and transform the finance industry together. The 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 have an understanding of and adherence to Schwab policies and practices and mitigation of operational and financial risk to Schwab.

  • Lead approximately 10-15 client relationships.
  • Understand your plans to ensure administration is completed in accordance with plan provisions.
  • Collaborate with business partners to delegate and lead client issues to successful resolution.
  • Approach every client interaction holistically by being aware of all issues and events related to the client.
  • Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with internal teams.
  • Support Sales efforts, as needed.
  • Share standard methodologies and aid in the continuous improvement of services provided by Schwab.
  • Execute client and regulatory changes.
  • Effectively communicate Schwab's value to clients.
  • Build and sustain strong relationships with clients and partnerships with internal associates.
  • 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.
  • Proven understanding of mutual funds and other investments.
  • Ability to work independently with minimal oversight.
  • Excellent written and oral communication skills.
  • Ability to communicate effectively, problem seek, and influence and build consensus.
  • Ability to identify client issues that pose a risk to the firm and recommend solutions.
  • Ability to effectively run plans with varying levels of complexity.
  • Time management skills and ability to handle multiple assignments.
  • Self-motivated, enthusiastic, and demonstrates a high degree of personal integrity.
  • Inspire and support those around you to challenge the status quo.
  • Meet deadlines within a fast-paced environment.
  • Collaborate effectively in teams and influence outcomes.
  • Demonstrate confidence, accountability, and teamwork.
  • ASPPA, CEBS and/or NIPA designation.
  • QPA, CPC or equivalent certification/designations.
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