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Charles Schwab · 1 hour ago

Client Service Manager - Retirement Plan Services

Richfield, OH

Full-time

Hybrid

Senior Level

5+ years exp

Charles Schwab is a company focused on transforming the finance industry through innovative thought and problem-solving. They are seeking a Client Service Manager to manage client relationships and ensure satisfaction while collaborating with business partners to meet client objectives and navigate regulatory changes.

Financial Services

No H1B

Responsibilities

Manage the client relationship with the goal of client satisfaction and great client promoter scores

Collaborate with business partners to deliver on client objectives. Be responsive to clients and partners, actively communicate project updates, and manage client expectations

Utilize your expertise and engage the subject matter experts to assist with calls, presentations, and face-to-face meetings to ensure client understanding of available solutions to achieve successful outcomes

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

Help clients navigate regulatory changes

Support Sales efforts, as needed

Understand and adhere to Schwab policies and practices and play a key role in the mitigation of operational and financial risk to Schwab

Qualification

Retirement plan experienceDefined Benefit plan experienceCertifications ASPPACertifications CEBSCertifications NIPAProject management skillsTime management skillsInfluenceHighly responsive approachCommunication skillsWork independently

Required

Bachelor's degree or equivalent experience

5+ years of experience working with employer-sponsored retirement plans. Thorough understanding of retirement plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations

Defined Benefit plan experience and designations/certifications (ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations) are a plus

Excellent written and oral communication skills. Ability to influence and build consensus among team members, leadership, and clients

Ability to work independently with minimal oversight by your manager

Highly responsive approach to client and consultant requests. Excellent project management and time management skills. Ability to handle multiple assignments and meet deadlines within a fast-paced environment

Flexibility to travel for client visits and sales presentations as needed