Client Service Manager (Specialist), Retirement Plan Services

About the role

Schwab Retirement Plan Services, an affiliate of Charles Schwab & Co., Inc., is seeking a Client Service Manager (Specialist-Internal title) to join our team. This role supports the day-to-day servicing responsibilities for Schwab’s recordkeeping clients and works closely with a team of Client Service Managers (Relationship Managers).

Responsibilities

• Assisting in the day-to-day servicing responsibilities for Schwab’s recordkeeping clients consistent with Schwab’s goals and guiding principles.
• Supporting a team of Client Service Managers (Relationship Managers) responsible for our clients’ complete satisfaction with Schwab in our Mega Segment, $1B+ in Assets Under Management.
• Daily administration assignments, such as researching participant or client related questions, comprehension/application of procedures, processes, and systems, and direct contact with Schwab’s clients.
• Participating in the research, development, and production of strategic solutions to meet our retirement client needs, including accumulation of supporting documents or reports.
• Communicating clearly in both written and face-to-face communications, working collaboratively within the organization, sharing best practices, and aiding in the continuous improvement of the services provided by Schwab.

Requirements

• Bachelor’s degree or equivalent related work experience.
• Strong communication skills (written and oral), with strong attention to detail and the ability to use appropriate communication channel.
• Working knowledge of Excel, Word, Access, and PowerPoint.
• Self-starter and fast learner with business and technical acumen.
• Able to manage multiple workflows at a time and effectively prioritize time-sensitive items.
• Able to analyze data to form meaningful conclusions.
• Previous experience in client service and/or developing client relationships and strong internal partnerships.

Qualifications

• Qualified Plan or Trust administration experience preferred.
• Basic understanding of ERISA, pension, trust, and securities industries preferred.

Skills

• Strong communication skills (written and oral).
• Attention to detail.
• Ability to use appropriate communication channels.
• Working knowledge of Excel, Word, Access, and PowerPoint.
• Self-starter and fast learner with business and technical acumen.
• Ability to manage multiple workflows at a time and prioritize time-sensitive items.
• Ability to analyze data to form meaningful conclusions.
• Previous experience in client service and/or developing client relationships and strong internal partnerships.

Benefits

• 401(k) with company match and Employee stock purchase plan.
• Paid time off for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions.
• Paid parental leave and family building benefits.
• Tuition reimbursement.
• Health, dental, and vision insurance.

Pay

Competitive compensation package.

Schedule

Hybrid work and flexible schedule.