Hybrid Retirement Plan Client Services Manager

Charles Schwab; Austin (TX); Hybride; USD 110 000 - 170 000; Plein temps

Avantages offerts par ce poste

401(k) with company match + ESPP

Paid time off

Paid parental leave & family benefits

Tuition reimbursement

Health, dental, and vision insurance

Résumé du poste

Charles Schwab is seeking a Client Service Manager to lead retirement plan sponsor relationships and oversee administration for assets of $50M-$150M. You will resolve client issues, coordinate cross-functional teams, support sales, and strengthen sponsor/participant relationships with a focus on high-quality service and risk mitigation.

Ideal candidates demonstrate 5+ years in employer-sponsored retirement plans, strong analytical and communication skills, and the ability to travel for client

Qualifications

• 5+ years of experience working with employer-sponsored retirement plans.
• Demonstrated analytical thinking applied to ERISA, plan design, compliance, and investments.
• Strong customer orientation and ability to manage client strategies across plans of varying complexity.
• Proven problem-solving ability to identify client issues and risks and drive resolution.
• Effective collaboration and influencing skills across cross-functional teams and leadership.
• Ability to work independently, manage concurrent priorities in a fast-paced environment.
• Excellent written, verbal, and presentation skills with professional integrity.
• Willingness to travel for client visits and sales presentations.

Responsabilités

• Lead a portfolio of approximately 15-20 client relationships.
• Understand client plans to ensure administration aligns with provisions.
• Collaborate with partners to delegate and resolve client issues.
• Engage holistically with clients, noting issues and coordinating with peers.
• Ensure client satisfaction and communicate plan administration activities.
• Support Sales efforts as needed.
• Share standard methodologies and drive continuous improvement of services.
• Execute client and regulatory changes.
• Articulate Schwab's value to clients clearly.
• Build and maintain relationships with clients and internal contacts.

Connaissances

Analytical thinking

Customer orientation

Problem-solving

Collaboration & influencing

Communication

Time management

Travel flexibility

Formation

Bachelor's degree or equivalent

ASPPA/CEBS/NIPA designation

QPA/CPC or equivalent certification

Description du poste

Charles Schwab is seeking a Client Service Manager to lead retirement plan sponsor relationships and oversee administration for assets of $50M-$150M. You will resolve client issues, coordinate cross-functional teams, support sales, and strengthen sponsor/participant relationships with a focus on high-quality service and risk mitigation.

Ideal candidates demonstrate 5+ years in employer-sponsored retirement plans, strong analytical and communication skills, and the ability to travel for client