Premier Client Service Manager, Retirement Solutions

Charles Schwab Corporation; Austin (TX); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Base salary + annual bonus

Job summary

Charles Schwab Corporation’s Trust Bank is seeking a Client Service Manager to strengthen premier client relationships within retirement plan servicing. You’ll be the primary contact for Independent Recordkeepers, RIAs, and Third-Party Administrators, advocating for clients across multiple Schwab lines.

This role emphasizes professional communication, issue resolution, and proactive service enhancements, with responsibilities to present a professional image, educate clients, and drive retention

Qualifications

• 1+ years of experience with qualified retirement plans within the financial industry or experience with employee benefit plans providing trust/custody or recordkeeping services

Responsibilities

• Act as primary contact for assigned premier level independent recordkeepers and third-party administrator relationships and associated complex trust and custody accounts
• Responsible for presenting a professional image of Schwab in all communications
• Introduce new products and services as well as recommend service enhancements
• Proactively consult and educate clients through knowledge sharing and efficiency training with the objective of promoting client retention and growth
• Collaborate with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues
• Meet or exceed established service level standards
• Manage multiple tasks effectively by balancing high productivity with excellent service quality
• Manage client expectations by providing ongoing, proactive communication on projects, deliverables, issue resolution, and other substantive items
• Escalate client issues to appropriate internal resources
• Manage client issues by working and communicating effectively with the appropriate internal resources to identify the root cause, resolution, and alternatives

Skills

Client service

Problem resolution

Communication skills

Multi-tasking

Attention to detail

Team orientation

Professionalism

Ethics

Meeting leadership

Education

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

Tools

MS Office

SalesForce

SEI trust accounting

Job description

Charles Schwab Corporation’s Trust Bank is seeking a Client Service Manager to strengthen premier client relationships within retirement plan servicing. You’ll be the primary contact for Independent Recordkeepers, RIAs, and Third-Party Administrators, advocating for clients across multiple Schwab lines.

This role emphasizes professional communication, issue resolution, and proactive service enhancements, with responsibilities to present a professional image, educate clients, and drive retention