Client Service Manager, Retirement Plan Services

Company: Charles Schwab
Location: Richfield
Posted on: April 21, 2025

Job Description:

Position Type: RegularYour opportunityAt 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. -The Client Service Manager role is responsible for leading day-to-day client service delivery in support of plan administration and client needs! This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support. -As the lead interface between plan sponsor and Schwab, you will be accountable for client satisfaction, delivering support to clients by broadening Schwab's relationships with plan sponsors and plan participants. You will understand and adhere to Schwab policies and practices. You will be responsible for the mitigation of operational and financial risk to Schwab. Your responsibilities will include but not be limited to: -

• Leading day-to-day plan administration and recordkeeping for client relationships.
• Understanding 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.
• Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to build 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, share 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 positive relationships with clients and partnerships with internal associates as well as key contacts within the industry.What you haveTo ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. -Required Qualifications
  • 5+ years of experience working with employer sponsored Retirement Plans.
  • Bachelor's degree or equivalent experience.
  • Understanding of ERISA, industry rules and regulations, and Non-Qualified Plan Design.
  • Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as an understanding of mutual funds and other investments.
  • Ability to work independently with minimal oversight by your manager.
  • Excellent written and oral communication skills.
  • Ability to influence and build consensus among team members, leadership, and clients through presentations.
  • Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures.
  • Effectively run plans with varying level of complexity.
  • Ability to handle multiple assignments at a given time.
  • Self-motivated, enthusiastic, take initiative and demonstrates a high degree of personal integrity, resilience, honesty and respect for others
  • Inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients
  • Meet deadlines within a fast-paced environment.
  • Flexibility to travel for client visits and sales presentationPreferred Qualifications
    • ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.
      What's in it for youAt Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive 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

Keywords: Charles Schwab, Euclid , Client Service Manager, Retirement Plan Services, Executive , Richfield, Ohio