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Charles Schwab · 3 days ago

Client Service Manager, Retirement Plan Services

Omaha, NE

Full-time

Hybrid

Senior Level

5+ years exp

Charles Schwab is a financial services company dedicated to transforming the finance industry through innovative thought and creative problem solving. The Client Service Manager role involves leading client service delivery for retirement plan administration, ensuring client satisfaction, and collaborating with internal teams to resolve issues and enhance client relationships.

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

Retirement Plans experienceERISA knowledgeClient strategy developmentIRS reportingMutual funds understandingPlan design complianceClient relationship managementAccountabilityConfidenceSales supportIndustry regulations knowledgeChange managementEnthusiasmCommunication skillsProblem-solvingTime managementTeam collaborationSelf-motivatedFlexibilityIntegrityPresentation skills

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