Client Service Manager Retirement Plan Services
About The Position
Schwab Retirement Plan Services, an affiliate of Charles Schwab & Co., Inc., provides bundled retirement plan services to mid- to large-sized companies. The Client Service Manager serves as the primary relationship lead between Schwab and retirement plan sponsors, overseeing qualified and non-qualified retirement plan recordkeeping and administration while ensuring exceptional client service and operational execution. The role supports clients with plan assets totaling $50 million to $150 million and manages a portfolio of approximately 15–20 client relationships. The manager resolves client issues, coordinates cross-functional teams, supports presentations and sales efforts, mitigates operational and financial risk, and strengthens relationships with plan sponsors and participants. The position requires an understanding of plan provisions and specialized knowledge of retirement plan administration, along with a holistic approach to client interactions and effective communication of Schwab’s value. The selected candidate is expected to work onsite four days per week in one of the specified locations and must be authorized to work in the United States without current or future employer sponsorship.
Requirements
- At least 5 years of experience working with employer-sponsored retirement plans.
- Analytical thinking applied to qualified and non-qualified retirement plan recordkeeping, ERISA requirements, industry rules and regulations, plan design, compliance, IRS reporting, mutual funds, and other investments.
- Strong customer orientation, including developing client strategies, managing retirement plans of varying complexity, and strengthening relationships with plan sponsors and participants.
- Problem-solving ability to identify client issues and operational or financial risks, recommend solutions, and support successful resolution.
- Collaboration and influencing skills, including building consensus, leading cross-functional issue resolution, and influencing outcomes with clients, team members, and leadership.
- Ability to work independently, take initiative, and manage concurrent priorities and deadlines in a fast-paced environment.
- Excellent written, verbal, and presentation skills, with sound judgment, accountability, integrity, and resilience.
- Flexibility to travel for client visits and sales presentations as needed.
- Authorization to work in the United States now and in the future without employer sponsorship.
Nice To Haves
- Bachelor’s degree or equivalent experience.
- ASPPA, CEBS, and/or NIPA designation.
- QPA, CPC, or equivalent certification or designation.
Responsibilities
- Lead a portfolio of approximately 15–20 client relationships.
- Understand client plans and ensure administration is completed in accordance with plan provisions.
- Collaborate with business partners to delegate and lead client issues through successful resolution.
- Approach client interactions holistically by staying aware of related issues and events and collaborating with peers to deliver a precise client experience.
- Ensure client satisfaction, improve client promoter scores, and communicate plan administration activities to internal teams.
- Support sales efforts as needed.
- Share standard methodologies across the organization and contribute to continuous improvement of Schwab’s services.
- Execute client and regulatory changes.
- Communicate Schwab’s value to clients effectively and authentically.
- Apply specialized knowledge of qualified and non-qualified retirement plan recordkeeping and understand its broader impact on the company.
- Build and sustain strong client relationships and partnerships with internal associates and key industry contacts.
Benefits
- Eligible for bonuses or incentive opportunities in addition to the salary range.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
