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Position Type : Regular
Your opportunity
At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
PCIS is growing rapidly by providing an industry leading platform to better serve the retirement plan needs of Plan Sponsors, Participants, Third-Party Administrators (TPAs) and Investment Advisors.
We are currently hiring for a Sr. Client Service Manager position. We are looking for motivated individuals to support complex client relationships with top-tier clients while actively pursuing opportunities to enhance the clients service experience.
As a Sr. CSM, you will deliver a wide range of support while working closely with both clients and business partners including Sales, Service, Operations, and Trading.
Clients are at the center of everything we do. The Sr. CSM works to maintain an exceptional client experience creating a foundation for future growth opportunities.
The Sr. CSM will develop a deep expertise and understanding of their clients business that allows them to simplify the complex and provide a dedicated level of service, build trust, and inspire confidence through exceptional service.
Responsibilities for the Sr. Client Service Manager include, but not limited to :
Conduct on-site client visits (5-10% travel).
Assist clients and partners as needed with generating reports, analysis, research, and problem resolution.
What you have
You Demonstrate These Behaviors
Whats in it for you
At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll get the tools you need to make a positive difference in the finance industry.
Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you both today and in the future :
Last updated : 2024-05-21
Full Time
Securities
$87k-112k (estimate)
05/23/2024
05/22/2024
aboutschwab.com
SAN FRANCISCO, CA
15,000 - 50,000
1986
WALTER W BETTINGER II
$10B - $50B
Securities
The job skills required for Client service manager include Initiative, Client Service, Problem Solving, Presentation, Collaboration, Products and Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Client service manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client service manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client service manager positions, which can be used as a reference in future career path planning. As a Client service manager, it can be promoted into senior positions as a Customer Service Senior Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client service manager. You can explore the career advancement for a Client service manager below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Manager job description and responsibilities
Client services managers supervise a team of customer service associates to ensure that they provide an exceptional client experience to their customers.
02/12/2022: Kingsport, TN
Client services managers are generally responsible for overseeing the activities of client service staff to ensure the needs of customers are met and their problems resolved.
01/27/2022: Knoxville, TN
Client service managers oversee the hiring, orienting, and training of staff for the department.
03/15/2022: Chicago, IL
Their work description also entails supervising and directing the activities of client service employees to ensure they comply with acceptable standards and achieve set objectives.
03/18/2022: Monterey, CA
An client service manager's responsibilities revolve around securing and reaching sales targets, creating business plans, developing strategies, and building positive relationships with clients.
01/19/2022: Pascagoula, MS
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Manager jobs
The broader and deeper a person's qualifications, the better they are able to develop solutions to complex customer service-related problems.
03/17/2022: Trenton, NJ
Candidates should first apply for an entry-level job that requires customer service, such as working at a retail store or being employed at a call center.
01/21/2022: Washington, DC
Build a strong commitment and resolve to deliver exceptional customer service.
02/15/2022: Grand Forks, ND
Candidates should ensure their resume has all related education, experiences and skills necessary to the client services manager position they are applying for.
02/02/2022: Bangor, ME
Many times skills can be taught, but people must come to the table with certain traits, or no matter how skillful they are, they may still not be effective at delivering an amazing customer service experience.
01/28/2022: Fresno, CA
Step 3: View the best colleges and universities for Client Service Manager.