Client Service Manager Retirement Plan Services

Charles Schwab; Phoenix (AZ); On-site; USD 85,000 - 120,000; Full time

Job summary

Schwab Retirement Plan Services, an affiliate of Charles Schwab & Co., Inc., seeks a Client Service Manager to lead retirement plan administration for sponsor clients. You will resolve issues, coordinate across teams, support presentations, and mitigate risks while building strong plan sponsor relationships.

Qualified candidates have 5+ years in employer-sponsored retirement plans, strong ERISA knowledge, and excellent communication skills.

Qualifications

• 5+ years of experience with employer-sponsored retirement plans.
• Strong analytical thinking applied to ERISA requirements, plan design, compliance and investments.
• Excellent client service mindset and relationship management with sponsors and participants.
• Proven problem-solving ability to identify issues and mitigate risk.
• Effective collaboration and influencing skills across cross-functional teams.
• Ability to work independently, manage priorities, and meet deadlines in a fast-paced environment.

Responsibilities

• Lead a portfolio of roughly 15–20 client relationships.
• Ensure plan administration aligns with provisions and regulatory requirements.
• Collaborate with partners to resolve client issues and drive outcomes.
• Communicate status and activities to internal teams and clients.
• Support sales efforts and contribute to service improvements.
• Develop and maintain strong relationships with sponsors and participants.

Skills

Client relationships

Analytical thinking

Regulatory knowledge

Problem solving

Cross-functional collaboration

Communication

Travel flexibility

Education

Bachelor's degree or equivalent experience

ASPPA / CEBS / NIPA designation (preferred)

Job description

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 authorized to work in the United States now and the future without employer sponsorship.

We believe in the importance of in-office collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations.

Schwab Retirement Plan Services, an affiliate of Charles Schwab & Co., Inc., is one of the leading providers of bundled retirement plan services. For mid-to large sized companies, Schwab offers full-service retirement plans featuring complete retirement services from a single source. Schwab’s combined expertise in recordkeeping and related services, investment choice and award-winning participant experience and education (including retirement plan advice) and high-end technology helps employers offer competitive employee benefits. Our actions and decisions are driven by integrity, by visibility, and by advocacy of our clients’ best interests.

The Client Service Manager serves as the primary relationship lead between Schwab and retirement plan sponsors, overseeing all aspects of qualified and non-qualified retirement plan recordkeeping and administration while ensuring exceptional client service and operational execution. You will be responsible for resolving client issues, coordinating cross-functional teams, supporting presentations and sales efforts, mitigating operational and financial risk, and strengthening relationships with plan sponsors and participants to drive client satisfaction. The Client Service Manager provides comprehensive relationship management and retirement plan administration support for clients with assets totaling $50M-$150M.

Responsibilities Will Include, But Not Be Limited To

• Lead a portfolio of approximately 15-20 client relationships.
• Understand your plans to ensure administration is completed in accordance with plan provisions.
• Collaborating 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 collaborating with peers to create a precise client experience.
• 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, sharing standard methodologies, and aid in the continuous improvement of the services provided by Schwab.
• 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 within the industry.

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.
• Demonstrated 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 demonstrated through developing client strategies, managing retirement plans of varying complexity, and strengthening relationships with plan sponsors and participants.
• Proven Problem-Solving ability to identify client issues and operational or financial risks, recommend effective solutions, and support successful resolution.
• Effective Collaboration and Influencing skills demonstrated through 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 the judgment, accountability, integrity, and resilience needed to communicate effectively across audiences.
• Flexibility to travel for client visits and sales presentations as needed.

Preferred Qualifications

• Bachelor's degree or equivalent experience.
• ASPPA, CEBS and/or NIPA designation. QPA, CPC, or equivalent certification/designations.

In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.

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 Hybrid Work and Flexibility 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 benefits package 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