Client Service Manager, Retirement Plan Services

Charles Schwab; Lone Tree (CO); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match and ESPP

Paid vacation & sabbatical after long‑

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Client Service Manager to lead day-to-day client service delivery for retirement plan recordkeeping and administration. You will manage client relationships, ensure plan administration aligns with provisions, and collaborate across teams to resolve issues and support sales efforts.

The role emphasizes strong communication, independent work, and the ability to navigate complex plans while traveling to client sites as needed.

Qualifications

• 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, as well as a proven understanding of mutual funds and other investments.
• Ability to work independently with minimal oversight by your manager.
• Excellent written and oral communication skills.
• Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.
• Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Client Service Manager.
• Ability to effectively run plans with varying level of complexity.
• Time management skills and ability to handle multiple assignments at a given time.
• Self-motivated, enthusiastic, take initiative and demonstrates a high degree of personal integrity, resilience, honesty and respect for others.
• Inspire and support those around you to challenge the status quo; effect small and large changes in order to continue to elevate the teams' effectiveness and level of service provided to our clients.
• Meet deadlines within a fast-paced environment.
• Collaborate effectively in teams and influence outcomes
• Demonstrate confidence, accountability, and teamwork with each interaction
• Flexibility to travel for client visits and sales presentation

Responsibilities

• Lead approximately 10-15 client relationships with assets under management of $150M to $500M.
• 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 is key in your position.
• Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to create a precise client experience is a major part of your role.
• Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.
• Support Sales efforts, as needed.
• Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.
• Execute client and regulatory changes.
• Effectively and authentically communicate Schwab's value to clients.
• Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.
• Build and sustain strong relationships with clients and partnerships with internal associates as well as key contacts at within the industry to stay ambitious.
• Travel to client sites as needed.

Skills

Experience with retirement plans

Independent worker

Excellent communication

Travel readiness

Client relationship management

Problem solving

Presentation skills

Risk awareness

Time management

Team collaboration

Integrity and resilience

Education

Bachelor's degree or equivalent experience

Job description

Position Type: Regular
Your opportunity

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.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

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-qualifiedretirement 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.

Responsibilities will include, but not be limited to:

• Lead approximately 10-15 client relationships with assets under management of $150M to $500M.
• 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 is key in your position.
• Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to create a precise client experience is a major part of your role
• Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.
• Support Sales efforts, as needed.
• Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.
• Execute client and regulatory changes.
• Effectively and authentically communicate Schwab's value to clients.
• Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.
• Build and sustain strong relationships with clients and partnerships with internal associates as well as key contacts at within the industry to stay ambitious.

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications

• 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, as well as a proven understanding of mutual funds and other investments.
• Ability to work independently with minimal oversight by your manager.
• Excellent written and oral communication skills.
• Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.
• Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Client Service Manager.
• Ability to effectively run plans with varying level of complexity.
• Time management skills and ability to handle multiple assignments at a given time.
• Self-motivated, enthusiastic, take initiative and demonstrates a high degree of personal integrity, resilience, honesty and respect for others
• Inspire and support those around you to challenge the status quo; effect small and large changes in order to continue to elevate the teams' effectiveness and level of service provided to our clients
• Meet deadlines within a fast-paced environment.
• Collaborate effectively in teams and influence outcomes
• Demonstrate confidence, accountability, and teamwork with each interaction
• Flexibility to travel for client visits and sales presentation

Preferred Qualifications

• ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration- so you can build the skills to make a lasting impact. Our approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive that takes care of the whole you - both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance