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At Schwab, you’re 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.
Personal Choice Investment Services (PCIS) helps companies, and their employees manage brokerage-related products and services in their retirement plans. 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 client’s 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:
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At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll 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:
Full Time
$82k-106k (estimate)
05/22/2024
06/05/2024
aboutschwab.com
SAN FRANCISCO, CA
15,000 - 50,000
1986
WALTER W BETTINGER II
$10B - $50B
Securities