Client Services Manager, Retirement Plan Services

About the role

The Client Services Manager, Retirement Plan Services at Schwab is responsible for managing client relationships, collaborating with business partners, and ensuring client satisfaction. This role requires a Bachelor's degree or equivalent experience, 5+ years of experience with employer-sponsored retirement plans, and a thorough understanding of retirement plan industry trends and regulatory processes.

Responsibilities

• Manage client relationships to achieve high client satisfaction and great client promoter scores.
• Collaborate with business partners to deliver on client objectives, respond to client and partner requests, and manage client expectations.
• Utilize expertise to assist with calls, presentations, and face-to-face meetings to ensure client understanding of available solutions.
• Explore and discover client and consultant needs by asking open-ended questions to uncover new business opportunities and relationship challenges.
• Help clients navigate regulatory changes.
• Support Sales efforts, as needed.
• Understand and adhere to Schwab policies and practices, mitigating operational and financial risks.

Requirements

• Bachelor's degree or equivalent experience.
• 5+ years of experience working with employer-sponsored retirement plans.
• A thorough understanding of retirement plan industry trends, ongoing regulatory and legislative processes impacting the client base, and ERISA-related regulations.
• Defined Benefit plan experience and designations/certifications (ASPPA, CEBS, NIPA, QPA, CPC).
• Excellent written and oral communication skills, ability to influence and build consensus among team members, leadership, and clients.
• Ability to work independently with minimal oversight by your manager.
• Highly responsive approach to client and consultant requests, excellent project management and time management skills, ability to handle multiple assignments, and meet deadlines in a fast-paced environment.
• Flexibility to travel for client visits and sales presentations as needed.

Qualifications

• Bachelor's degree or equivalent experience.
• 5+ years of experience working with employer-sponsored retirement plans.
• A thorough understanding of retirement plan industry trends, ongoing regulatory and legislative processes impacting the client base, and ERISA-related regulations.
• Defined Benefit plan experience and designations/certifications (ASPPA, CEBS, NIPA, QPA, CPC).
• Excellent written and oral communication skills, ability to influence and build consensus among team members, leadership, and clients.
• Ability to work independently with minimal oversight by your manager.
• Highly responsive approach to client and consultant requests, excellent project management and time management skills, ability to handle multiple assignments, and meet deadlines in a fast-paced environment.
• Flexibility to travel for client visits and sales presentations as needed.

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.
• Paid parental leave and family building benefits.
• Tuition reimbursement.
• Health, dental, and vision insurance.