Client Services Manager – Defined Benefit Plans

Charles Schwab Corporation; Richfield Township (OH); On-site; USD 95,000 - 150,000; Full time

Job summary

Charles Schwab Corporation is seeking a Client Services Manager for its Defined Benefit Services team in the United States. The role focuses on serving as the primary relationship manager for a portfolio of retirement plan clients, guiding strategic discussions and ensuring client satisfaction and retention.

You will collaborate with actuarial, trust/custody, participant administration, and other operations to deliver integrated solutions, while navigating regulatory developments and client

Qualifications

• Bachelor's degree or equivalent experience.
• Demonstrated experience managing client relationships.
• Demonstrated ability to lead client discussions, influence stakeholders, and communicate complex concepts to varied audiences.
• Experience coordinating cross-functional teams and driving successful outcomes across multiple service areas.
• Exceptional organizational, project management, and relationship management skills with the ability to manage competing priorities in a client-focused environment.
• Flexibility to travel for client visits and sales presentations as needed.

Responsibilities

• Manage and deepen relationships with a portfolio of corporate defined benefit plan sponsors, serving as a strategic partner to support plan governance, operational excellence, and client goals.
• Build and maintain trusted relationships with client decision-makers, consultants, and internal partners to support successful plan administration and service delivery.
• Lead and/or attend client meetings, business reviews, and ongoing discussions regarding plan operations, service initiatives, regulatory developments, and client objectives, as needed.
• Coordinate cross-functional teams including actuarial, participant administration, trust/custody, compliance, and operational partners to deliver integrated solutions.
• Consult with clients regarding retirement industry trends, legislative developments, operational considerations, and service enhancements impacting their plans.
• Identify risks, service concerns, and operational challenges while proactively driving resolution and ensuring positive client outcomes.
• Partner with sales and relationship management teams to support client retention, cross-sell opportunities, and overall growth of the Schwab relationship.
• Manage multiple client priorities and projects while ensuring quality service, timely execution, and adherence to regulatory and operational requirements.
• Act as an advocate for clients while balancing business objectives, risk management standards, and Schwab policies.

Skills

Relationship management

Client discussions

Cross-functional coordination

Organizational skills

Travel flexibility

Education

Bachelor's degree or equivalent

Job description

Charles Schwab Corporation is seeking a Client Services Manager for its Defined Benefit Services team in the United States. The role focuses on serving as the primary relationship manager for a portfolio of retirement plan clients, guiding strategic discussions and ensuring client satisfaction and retention.

You will collaborate with actuarial, trust/custody, participant administration, and other operations to deliver integrated solutions, while navigating regulatory developments and client