Client Service Manager - Hybrid (Retirement & HSA Solutions)

Charles Schwab; Omaha (NE); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Vacation and volunteering time

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Client Service Manager (Specialist) to deliver service and support for PCIS/B2B clients. You will collaborate across Service, Operations, Product, Client Experience, and Trading to resolve account issues, transfers, and trading resolutions.

The role requires 2+ years in financial services and client service, with strong communication, analytical skills, and a commitment to integrity. On-site collaboration four days per week is expected, with a hybrid benefits package.

Qualifications

• 2+ years of experience in financial services including brokerage or retirement plans.
• 2+ years of client service experience in retirement or brokerage industries.
• Strong service and client contact skills with excellent communication.
• Professional, consultative communication with internal and external clients.
• Advanced analytical skills and ability to prioritize complex tasks.
• Sense of urgency with strong organizational and follow-up abilities.
• Positive attitude, integrity, and high work ethic.
• Digital proficiency with MS Word and Excel; ability to use multiple applications.
• Bachelor's degree or equivalent experience.

Responsibilities

• Collaborate with internal partners to provide timely information on service/operational tasks.
• Learn PCRA/HSBA products and services for partnerships and client inquiries.
• Handle multiple tasks with high productivity while maintaining service quality.
• Analyze and resolve client cases with manager support and internal resources.
• Participate in projects to improve processes and client experience.
• Perform duties with minimal supervision, judgment, and risk mitigation.
• Support Provider Service Team in regular B2B service functions.
• Adhere to compliance and risk procedures and industry protocols.

Skills

Client service

Communication

Analytical skills

Prioritization

MS Word & Excel

Integrity & ethics

Team player

Education

Bachelor's degree or equivalent

Job description

Charles Schwab is seeking a Client Service Manager (Specialist) to deliver service and support for PCIS/B2B clients. You will collaborate across Service, Operations, Product, Client Experience, and Trading to resolve account issues, transfers, and trading resolutions.

The role requires 2+ years in financial services and client service, with strong communication, analytical skills, and a commitment to integrity. On-site collaboration four days per week is expected, with a hybrid benefits package.