Client Service Manager (Specialist), Retirement Plan Services

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

About the role

Schwab Retirement Plan Services, an affiliate of Charles Schwab & Co., Inc., is one of the leading providers of bundled retirement plan services. For mid-to large sized companies, Schwab offers full-service retirement plans featuring complete retirement services from a single source. Schwab’s combined expertise in recordkeeping and related services, investment choice, and award-winning participant experience and education (including retirement plan advice) and high-end technology helps employers offer competitive employee benefits.

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, as well as 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 required
• 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
• Basic understanding of ERISA, pension, trust and securities industries

What’s in it for you

• Competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan
• Paid time 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