Charles Schwab · 3 months ago
Client Service Manager, Retirement Plan Services
US-TX-Westlake
Full-time
Onsite
Senior Level
$74K/yr - $126K/yr
5+ years expCharles Schwab is a financial services company that empowers individuals to make an impact on their careers. The Client Service Manager role is responsible for leading day-to-day client service delivery in support of retirement plan administration and client needs, ensuring client satisfaction and collaboration with internal teams for issue resolution.
Financial Services
No H1B
Responsibilities
Lead approximately 10-15 client relationships
Understand your plans to ensure administration is completed in accordance with plan provisions
Collaborate 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 create a precise client experience is a major part of your role
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 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 strong relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay ambitious
Qualification
Required
5+ years of experience working with employer sponsored Retirement Plans
Bachelor's degree or equivalent experience
Validated 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 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 Client Service Manager
Ability to effectively run plans with varying levels of complexity
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
Meet deadlines within a fast-paced environment
Collaborate effectively in teams and influence outcomes
Demonstrate confidence, accountability, and teamwork with each interaction
Flexibility to travel for client visits and sales presentation
Preferred
ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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