Client Service Manager Personal Choice Investment Services

Charles Schwab Inc.•Westlake, TX

9d•$26 - $32•Onsite

About The Position

At Schwab, a Client Service Manager (Specialist) in Personal Choice Investment Services (PCIS) delivers service and support while working with external and internal clients and business partners, including Service, Operations, Product, Client Experience, and Trading. The role analyzes and responds to client issues involving account management, problem resolution, money transfers, account transfers, trading resolution, and solution-based service enhancements. PCIS provides retirement and health savings brokerage solutions to employers and employees through its Personal Choice Retirement Account (PCRA) and Health Savings Brokerage Account (HSBA). Its B2B2C business model involves multiple distribution partnerships, including Third-Party Administrators, Health Savings Providers, Independent Record-Keepers, Trust Companies, Financial Advisors, and Institutional Retirement Plan providers. The successful candidate will support important partnerships and help clients access investment flexibility through PCRA and HSBA solutions. The role is intended to be performed onsite four days per week at one of the specified locations. Applicants must already be authorized to work in the United States for any employer, now and in the future, on a full-time basis without employer sponsorship. The position is eligible for bonuses or other incentive opportunities in addition to the salary range.

Requirements

At least 2 years of experience, preferably in financial services, working with brokerage, retirement plans, employee benefits, Third-Party Administrators (TPAs), and/or recordkeeping services.
At least 2 years of client service experience in the retirement and/or brokerage industry.
Strong client service and contact skills, with excellent interpersonal, verbal, and written communication skills.
Ability to communicate professionally, consultatively, and effectively with internal and external clients.
Advanced analytical skills and the ability to prioritize complex tasks.
Sense of urgency and strong operational, organizational, and follow-up skills, including the ability to manage and process complex work.
Positive attitude, team orientation, enthusiasm, professionalism, strong work ethic, and high integrity and ethics.
Digital proficiency, including the ability to use multiple applications simultaneously, such as MS Word and Excel, internet research, database systems, and email.
Bachelor's degree or equivalent experience.
Applicants must be authorized to work for any employer in the United States, now and in the future, without employer sponsorship.
Licenses are not required.

Responsibilities

Collaborate with internal partners to provide timely and accurate information in response to service and operational needs.
Develop PCRA product and service knowledge and serve as a contact for important partnerships, working with clients and internal partners to address inquiries and concerns.
Balance multiple tasks while maintaining high productivity and service quality and meeting or exceeding service-level standards.
Analyze, research, and resolve client cases in a timely manner, coordinating with the manager and appropriate internal resources.
Participate in ongoing projects to improve processes and enhance the client experience.
Perform duties with minimal supervision and use sound judgment to enhance client satisfaction while mitigating risk.
Assist the Provider Service Team with regular service and operational functions for B2B clients.
Follow compliance and risk procedures, as well as corporate and industry protocols.