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Charles Schwab · 1 month ago

Senior Client Service Manager, Retirement Plan Services

US-TX-Westlake

Full-time

Onsite

Senior Level, Lead/Staff

$83K/yr - $126K/yr

10+ years exp

Charles Schwab is a financial services company that empowers employees to make an impact on their careers. The Senior Client Service Manager, Retirement Plan Services, is responsible for managing client relationships, ensuring plan administration compliance, and driving client satisfaction and retention through effective communication and collaboration with internal teams and subject matter experts.

Financial Services

No H1B

Responsibilities

Leading approximately 5-8 sizable growing client relationships

Understand assigned practice plans to ensure administration is completed in accordance with plan provisions

Collaboration 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 collaborate with peers to build a precise client experience is a major part of your role

Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges. Identify and

Engage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes

Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams

Identify and adapt to clients’ and consultants’ diverse backgrounds and roles (executives, human resources, and finance) and maintain investment-related expertise to effectively sell and deliver product, service, and platform solutions

Support Sales efforts, as needed

Deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services, and platforms

Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success

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 to stay results oriented

Qualification

Retirement Plan ManagementEquity Compensation KnowledgeInvestment Products KnowledgeClient Relationship ManagementRegulatory KnowledgeProject ManagementCommunication SkillsProfessionalismTeam CollaborationProblem SolvingTime ManagementFlexibilityIntegrity

Required

10 + years of experience working with large, complex employer sponsored Retirement Plans

Bachelor's degree or equivalent experience

High degree of integrated benefit services experience with comprehensive knowledge of equity compensation plan (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans

Thorough understanding of retirement and benefit plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations

Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab Bank investment products, in-plan advice and guidance, and managed account services

High energy, confidence, accountability, and professionalism, while also demonstrating personal integrity, resilience, and respect for others

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 work independently with minimal oversight by your manager

Excellent written and oral communication skills

Ability to communicate effectively, problem seek, and 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 your growth as a Relationship Manager

Effectively service plans with varying level of complexity

Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to details

The ability to 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

Collaborate effectively in teams and influence outcomes

Flexibility to travel for client visits and sales presentations as needed