Client Service Manager Retirement Plan Services

Charles Schwab Inc.; Westlake (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

Charles Schwab Corporation in Texas is seeking a Client Service Manager to lead retirement plan relationships and service delivery for sponsors and participants.

You will coordinate cross-functional teams, manage 15–20 client relationships, ensure plan administration compliance, and support sales efforts while traveling as needed.

Qualifications

• 5+ years in employer-sponsored retirement plans.
• Analytical thinking applied to plan recordkeeping and IRS rules.
• Strong customer orientation with sponsors and participants.
• Problem-solving to identify issues and risks.
• Collaboration and influencing across teams.
• Ability to manage priorities independently.
• Excellent written, verbal, and presentation skills.
• Willingness to travel for client visits and sales presentations.

Responsibilities

• Lead a portfolio of 15-20 client relationships.
• Ensure plan administration aligns with plan provisions.
• Collaborate with partners to resolve client issues.
• Approach client interactions holistically with internal teams.
• Maintain client satisfaction and improve promoter scores.
• Support Sales efforts as needed.
• Share best practices across Schwab services and processes.
• Execute client and regulatory changes.
• Communicate Schwab’s value to clients.
• Understand retirement plan recordkeeping and broader impact.
• Build strong client relationships and internal partnerships.

Skills

Client relationships

ERISA knowledge

Analytical thinking

Communication skills

Cross-functional collaboration

Travel readiness

Education

Bachelor's degree or equivalent

Tools

Plan administration software

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.

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