Retirement Plan Client Services Lead

Charles Schwab; Phoenix (AZ); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

401(k) match

PTO

Parental leave

Tuition reimbursement

Health insurance

Job summary

Charles Schwab in Phoenix seeks a Client Service Manager to lead day-to-day retirement plan administration and client service delivery. You will oversee relationships with plan sponsors and participants, ensuring accurate recordkeeping and compliant processes while coordinating with internal teams.

The role emphasizes risk mitigation, client satisfaction, and growth through effective communication, collaboration, and sales support, with travel as needed.

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 seek, 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 ensures your growth as a Client Service Manager.
• 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 presentation

Responsibilities

• Lead approximately 10-15 client relationships with assets under management of $150M to $500M.
• Understand your plans to ensure administration is completed in accordance with plan provisions.
• Collaborate with business partners to delegate and lead client issues to successful resolution is key in your position.
• Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to create a precise client experience is a major part of your role
• Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.
• Support Sales efforts, as needed.
• Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.
• Execute client and regulatory changes.
• Effectively and authentically communicate Schwab's value to clients.
• Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.
• Build and sustain strong relationships with clients and partnerships with internal associates as well as key contacts at within the industry to stay ambitious.

Skills

Client relationship management

Communication skills

Leadership

Time management

Problem solving

Travel flexibility

Independent work

Education

Bachelor's degree or equivalent experience

Job description

Charles Schwab in Phoenix seeks a Client Service Manager to lead day-to-day retirement plan administration and client service delivery. You will oversee relationships with plan sponsors and participants, ensuring accurate recordkeeping and compliant processes while coordinating with internal teams.

The role emphasizes risk mitigation, client satisfaction, and growth through effective communication, collaboration, and sales support, with travel as needed.