What are the responsibilities and job description for the Client Service Manager - Retirement Plan Services position at Charles Schwab?
Your opportunity
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.
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
We believe in the importance of in-office collaboration and fully intend for the selected candidate, to work on site in the specified location.
Our Defined Benefit Services teams provide actuarial, trust/custody, and participant administration services to clients with the objective of providing an integrated retirement plan experience. You play the critical role of primary interface between our plan sponsors, their partners, and the Defined Benefit Services we provide.
You work together with a team to provide a coordinated approach to client service delivery in support of plan administration requirements and unique client needs. The goal of these team-based efforts will be to drive higher levels of client satisfaction, client retention, and expansion of the overall Schwab relationship.
What you’re responsible for
To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.
Required Qualifications
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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:
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.
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
We believe in the importance of in-office collaboration and fully intend for the selected candidate, to work on site in the specified location.
Our Defined Benefit Services teams provide actuarial, trust/custody, and participant administration services to clients with the objective of providing an integrated retirement plan experience. You play the critical role of primary interface between our plan sponsors, their partners, and the Defined Benefit Services we provide.
You work together with a team to provide a coordinated approach to client service delivery in support of plan administration requirements and unique client needs. The goal of these team-based efforts will be to drive higher levels of client satisfaction, client retention, and expansion of the overall Schwab relationship.
What you’re responsible for
- Manage the client relationship with the goal of client satisfaction and great client promoter scores.
- Collaborate with business partners to deliver on client objectives. Be responsive to clients and partners, actively communicate project updates, and manage client expectations.
- Utilize your expertise and engage the subject matter experts to assist with calls, presentations, and face-to-face meetings to ensure client understanding of available solutions to achieve successful outcomes.
- Consistently explore and discover client and consultant needs by asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges.
- Help clients navigate regulatory changes.
- Support Sales efforts, as needed.
- Understand and adhere to Schwab policies and practices and play a key role in the mitigation of operational and financial risk to Schwab
To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.
Required Qualifications
- Bachelor's degree or equivalent experience.
- 5 years of experience working with employer-sponsored retirement plans. Thorough understanding of retirement plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations.
- Defined Benefit plan experience and designations/certifications (ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations) are a plus.
- Excellent written and oral communication skills. Ability to influence and build consensus among team members, leadership, and clients.
- Ability to work independently with minimal oversight by your manager.
- Highly responsive approach to client and consultant requests. Excellent project management and time management skills. Ability to handle multiple assignments and meet deadlines within a fast-paced environment.
- Flexibility to travel for client visits and sales presentations as needed.
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance