Client Service Manager, PCIS 4 Days/Week - Bonus Eligible

Charles Schwab Corporation; Richfield Township (OH); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Bonuses or incentive opportunities

Job summary

Charles Schwab Corporation is seeking a Client Service Manager (Specialist) in PCIS. The role focuses on delivering exceptional service to external and internal clients, coordinating with partners across Service, Operations, Product, Client Experience, and Trading to resolve account issues, transfers, and trading inquiries.

You will build PCRA/HSBA product knowledge, manage multiple tasks, and ensure compliance with risk procedures while maintaining high service standards in a fast-paced

Qualifications

• 2+ years of experience in financial services or brokerage client service.
• 2+ years of client service experience within the retirement and/or brokerage industry.
• Strong service and client contact skills, along with excellent interpersonal, verbal, and written communication skills.
• Ability to communicate with external and internal clients in a professional, consultative, and effective manner.
• Bachelor's degree or equivalent experience.

Responsibilities

• Collaborate with internal partners in delivery of timely and accurate information in response to service and/or operational functions.
• Acquire PCRA product and service knowledge, operating as contact for important partnerships and work directly with clients and internal partners to respond to client inquiries or concerns.
• Manage multiple tasks effectively by balancing high productivity with excellent service quality while meeting or exceeding established service level standards.
• Analyze, research, and resolve client cases in a timely manner by working with your manager and communicating with the appropriate internal resources.
• Participate in on-going projects to improve processes and enhance the client experience.
• Perform duties with minimal supervision, and sound judgment to enhance client satisfaction while mitigating risk.
• Assist the Provider Service Team in regular service and operation functions for B2B clients.
• Adhere to all compliance and risk procedures and follow corporate and industry protocols.

Skills

Client service

Communication

Analytical thinking

Time management

Team orientation

Education

Bachelor's degree or equivalent experience

Tools

MS Word

Excel

Internet research

CRM systems

Job description

Charles Schwab Corporation is seeking a Client Service Manager (Specialist) in PCIS. The role focuses on delivering exceptional service to external and internal clients, coordinating with partners across Service, Operations, Product, Client Experience, and Trading to resolve account issues, transfers, and trading inquiries.

You will build PCRA/HSBA product knowledge, manage multiple tasks, and ensure compliance with risk procedures while maintaining high service standards in a fast-paced