Retirement Plan Client Experience Lead

Charles Schwab; Austin (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation and sabbatical benefits

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Client Service Manager to lead day-to-day client service delivery for retirement plan administration. You will oversee both qualified and non-qualified plan recordkeeping and collaborate with internal partners to resolve client issues and support sales efforts.

The role emphasizes client satisfaction, risk mitigation, and strong communication with sponsors and plan participants. Travel to client sites for visits and presentations is expected.

Qualifications

• 5 years of experience working with employer sponsored Retirement Plans.
• Bachelor’s degree or equivalent experience.
• Validated understanding of ERISA, industry rules and regulations, and Non-Qualified plan design.
• Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments.
• Ability to work independently with minimal oversight by your manager.
• Excellent written and oral communication skills.
• Ability to communicate effectively, problem solve, and influence and build consensus among team members, leadership, and clients through presentations.
• Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively.
• Ability to effectively run plans with varying level of complexity.
• Time management skills and ability to handle multiple assignments at a given time.
• Self-motivated, enthusiastic, take initiative and demonstrates a high degree of personal integrity, resilience, honesty and respect for others.
• Inspire and support those around you to challenge the status quo; effect small and large changes in order to continue to elevate the teams’ effectiveness and level of service provided to our clients.
• Meet deadlines within a fast-paced environment.
• Collaborate effectively in teams and influence outcomes.
• Demonstrate confidence, accountability, and teamwork with each interaction.
• Flexibility to travel for client visits and sales presentations

Responsibilities

• Lead day-to-day client service delivery for plan administration and client needs.
• Oversee retirement plan recordkeeping and administration for qualified and non-qualified plans.
• Serve as the lead interface between plan sponsor and Schwab to drive client satisfaction and expand relationships.
• Collaborate with internal groups to resolve client issues and coordinate sales support as needed.
• Communicate plan administration activities with internal teams and clients to ensure transparency.
• Execute client and regulatory changes with accuracy and timeliness.
• Apply specialized knowledge of retirement plan recordkeeping to mitigate risks and impact on Schwab.
• Build and sustain relationships with clients and industry contacts to drive engagement.

Skills

Client relationship management

Advanced communication

Strategic advisory

Independent work

Time management

Travel flexibility

Education

Bachelor's degree or equivalent experience

ASPPA/CEBS/NIPA designations

Job description

Charles Schwab is seeking a Client Service Manager to lead day-to-day client service delivery for retirement plan administration. You will oversee both qualified and non-qualified plan recordkeeping and collaborate with internal partners to resolve client issues and support sales efforts.

The role emphasizes client satisfaction, risk mitigation, and strong communication with sponsors and plan participants. Travel to client sites for visits and presentations is expected.