Hybrid Retirement Client Services Manager

Charles Schwab; Phoenix (AZ); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Base salary + annual bonus

401(k) match

Employee stock purchase plan

Paid vacation & volunteering

Sabbatical after 5 years

Parental leave & family benefits

Tuition reimbursement

Health, dental, and vision insurance

Hybrid work flexibility

Job summary

Charles Schwab Trust Bank seeks a Client Service Manager to build premier client relationships within retirement-plan servicing. You will be the primary contact for independent recordkeepers and third-party administrators, advocating for clients across Schwab's lines.

The role emphasizes proactive service, product knowledge, collaboration with internal partners, and maintaining high service levels in a hybrid work environment. Bachelor's degree and 1+ year retirement-plan experience preferred.

Qualifications

• 1+ years of experience with qualified retirement plans within the financial industry required or experience with employee benefit plans providing trust/custody or recordkeeping services
• Understanding of rules governing qualified retirement plans
• Working knowledge of ERISA and regulatory environment governing retirement accounts
• Excellent client service and problem resolution skills.

Responsibilities

• Act as primary contact for assigned premier level independent recordkeepers and third-party administrator relationships and associated complex trust and custody accounts
• Present a professional image of Schwab in all communications
• Introduce new products and services and recommend service enhancements
• Proactively educate clients through knowledge sharing and efficiency training to promote client retention and growth
• Collaborate with internal partners to deliver timely and accurate information in response to inquiries and service issues
• Meet or exceed established service level standards
• Manage multiple tasks with high productivity and service quality
• Provide ongoing, proactive communication on projects, deliverables, issue resolution, and other substantive items
• Escalate client issues to appropriate internal resources
• Identify root causes and alternatives to resolve client issues

Skills

Qualified retirement plans

Client service

Relationship management

Communication

ERISA knowledge

Microsoft Office

Salesforce

Recordkeeping exposure

Education

Bachelor’s degree in finance, economics, business administration, or related area

Tools

Salesforce

SEI trust accounting

Job description

Charles Schwab Trust Bank seeks a Client Service Manager to build premier client relationships within retirement-plan servicing. You will be the primary contact for independent recordkeepers and third-party administrators, advocating for clients across Schwab's lines.

The role emphasizes proactive service, product knowledge, collaboration with internal partners, and maintaining high service levels in a hybrid work environment. Bachelor's degree and 1+ year retirement-plan experience preferred.