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 assist in the day-to-day servicing responsibilities for Schwab’s recordkeeping clients. This role supports a team of Client Service Managers (Relationship Managers) who ensure our clients' complete satisfaction with Schwab in the Mega Segment, managing assets under $1B.

Responsibilities

• Assisting in the day-to-day servicing responsibilities for Schwab’s recordkeeping clients
• Supporting a team of Client Service Managers (Relationship Managers)
• Daily administration assignments, such as researching participant or client-related questions, comprehension/application of procedures, processes, and systems
• Direct contact with Schwab’s clients
• Participating in the research, development, and production of strategic solutions to meet our retirement client needs
• 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 channels
• 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
• Ability 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
• Basic understanding of ERISA, pension, trust, and securities industries

Skills

• Strong communication skills (written and oral)
• Attention to detail
• Effective time management
• Data analysis
• Client relationship management

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 including a 401(k) with company match and Employee stock purchase plan.

Schedule

Hybrid work and flexible schedule to balance workplace flexibility, client service, and in-person collaboration.