Client Service Manager - Retirement Plan Services

Client Service Manager – Retirement Plan Services

Company	Charles Schwab
Location	Lone Tree, CO, USA, Austin, TX, USA, Westlake, TX, USA, Seven Hills, OH, USA, Phoenix, AZ, USA
Salary	$Not Provided – $Not Provided
Type	Full-Time
Degrees	Bachelor’s
Experience Level	Senior

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 presentation.

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.