Client Service Manager Personal Choice Investment Services

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Quick Summary

Key Responsibilities

Collaborate with internal partners in delivery of timely and accurate information in response to service and/or operational functions. Acquire PCRA product and service knowledge,

Requirements Summary

2+ years of experience, preferably in financial service industry working with brokerage, retirement plans, employee benefits, Third Party Administrators (TPA’s) and/or Recordkeeping services.

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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 is an industry leading provider of retirement and health savings brokerage solutions to employers and their employees through our Personal Choice Retirement Account (PCRA) and Health Savings Brokerage Account (HSBA) solutions, a component of Personal Choice Investment Services (PCIS). The PCIS business model is a business-to-business-to-consumer (B2B2C) model and offered through multiple distribution partnerships that include Third-Party Administrators (TPAs), Health Savings Providers, Independent Record-Keepers (IRKs), Trust Companies, Financial Advisors, and Institutional Retirement Plan providers. PCIS has over 150 partnership relationships, representing over 30,000 employers that offer a Schwab retirement or health savings brokerage solution.

PCIS is growing rapidly by helping third parties access an investment platform designed to complement their business and the mission for PCIS is for every employee, or their financial advisor, to have access to increased retirement and healthcare investment flexibility through PCRA and HSBA.

As a Client Service Manager (Specialist) in PCIS, you will deliver a wide range of service and support while interfacing with external and internal clients and business partners including Service, Operations, Product, Client Experience, and Trading. You will analyze and respond to client issues related to account management, problem resolution, money transfers, account transfers, trading resolution and/or solution-based service enhancements.

Responsibilities

~1 min read

→2+ years of experience, preferably in financial service industry working with brokerage, retirement plans, employee benefits, Third Party Administrators (TPA’s) and/or Recordkeeping services.
→2+ years of Client Service experience within the retirement and/or brokerage industry.
→Strong service and client contact skills, along with excellent interpersonal, verbal, and written communication skills.
→Ability to communicate with external and internal clients in a professional, consultative, and effective manner.
→Advanced analytical skills with the ability to prioritize complex tasks.
→Sense of urgency, excellent operational, organizational and follow-up skills with the ability to manage and process complex work.
→Positive attitude, team orientation, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics.
→Digital proficiency, with the ability to utilize multiple applications at one time, including MS Word and Excel, internet researching, database systems, and email.
→Bachelor's degree or equivalent experience.