Client Service Manager 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.

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. Our actions and decisions are driven by integrity, by visibility, and by advocacy of our clients’ best interests.

The Client Service Manager serves as the primary relationship lead between Schwab and retirement plan sponsors, overseeing all aspects of qualified and non-qualified retirement plan recordkeeping and administration while ensuring exceptional client service and operational execution. You will be responsible for resolving client issues, coordinating cross-functional teams, supporting presentations and sales efforts, mitigating operational and financial risk, and strengthening relationships with plan sponsors and participants to drive client satisfaction. The Client Service Manager provides comprehensive relationship management and retirement plan administration support for clients with assets totaling $50M-$150M.

• →Lead a portfolio of approximately 15-20 client relationships.
• →Understand your plans to ensure administration is completed in accordance with plan provisions.
• →Collaborating 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 collaborating with peers to create a precise client experience.
• →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, sharing standard methodologies, and aid in the continuous improvement of the services provided by Schwab.
• →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 within the industry.

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

• 5+ years of experience working with employer-sponsored retirement plans.
• Demonstrated Analytical Thinking applied to qualified and non-qualified retirement plan recordkeeping, ERISA requirements, industry rules and regulations, plan design, compliance, IRS reporting, mutual funds, and other investments.
• Strong Customer Orientation demonstrated through developing client strategies, managing retirement plans of varying complexity, and strengthening relationships with plan sponsors and participants.
• Proven Problem-Solving ability to identify client issues and operational or financial risks, recommend effective solutions, and support successful resolution.
• Effective Collaboration and Influencing skills demonstrated through building consensus, leading cross-functional issue resolution, and influencing outcomes with clients, team members, and leadership.
• Ability to work independently, take initiative, and manage concurrent priorities and deadlines in a fast-paced environment.
• Excellent written, verbal, and presentation skills, with the judgment, accountability, integrity, and resilience needed to communicate effectively across audiences.
• Flexibility to travel for client visits and sales presentations as needed.

• Bachelor's degree or equivalent experience.
• ASPPA, CEBS and/or NIPA designation. QPA, CPC, or equivalent certification/designations.

#workplacejobs