Client Service Manager, Retirement Plan Services

Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations.

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, the Client Service Manager 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 and be responsible for the mitigation of operational and financial risk to Schwab.

Collaborating with business partners to delegate and lead client issues to successful resolution is key in your position. 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. 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. 5+ years of experience working with employer sponsored Retirement Plans. ~ Bachelor's degree or equivalent experience. ~ Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments. ~ Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Client Service Manager. ~ Time management skills and ability to handle multiple assignments at a given time. ~ Self-motivated, enthusiastic, take initiative and demonstrate 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 team’s effectiveness and level of service provided to our clients ~ Flexibility to travel for client visits and sales presentation

Our

Hybrid Work and Flexibility

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. 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