Title: Client Service Manager (Specialist), Retirement Plan Services (Core Traditional) (San Marcos)

Location: San Marcos, Tx, 78667, US

Company: Charles Schwab

Position Type: Regular

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.

 

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

 

Schwab Retirement Plan Services, an affiliate of Charles Schwab & Co., Inc. is one of the leading providers of bundled retirement plan services. For mid-to large sized companies, Schwab offers full-service retirement plans featuring complete retirement services from a single source. Schwab’s combined expertise in recordkeeping and related services, investment choice and award-winning participant experience and education (including retirement plan advice) and high-end technology helps employers offer competitive employee benefits. Schwab Retirement Plan Services, Inc. is a wholly owned subsidiary of The Charles Schwab Corporation. Schwab Retirement Plan Services provides recordkeeping, administration, participant education and communication, plan design, consulting, actuarial services, and compliance testing for a total of over 1,300 defined contribution, defined benefit, and non-qualified retirement plans. Schwab Corporate Services delivers high quality workplace solutions which enable employees to attain secure financial futures. Our actions and decisions are driven by integrity, by visibility and by advocacy of our clients’ best interests.

 

As a Client Service Manager (Specialist-Internal title), you are responsible for

• Assisting in the day to day servicing responsibilities for Schwab’s recordkeeping clients consistent with Schwab’s goals and guiding principles.
• Supporting a team of Client Service Managers responsible for our clients’ complete satisfaction with Schwab in our Core Traditional segment, less than $500M in Assets Under Management.
• Daily administration assignments, such as, researching participant or client related questions, comprehension/application of procedures, processes, and systems, as well as direct contact with Schwab’s clients.
• Participating in the research, development, and production of strategic solutions to meet our retirement client needs including accumulation of supporting documents or reports.
• Communicating clearly in both written and face-to-face communications, working collaboratively within the organization, sharing best practices, and aiding in the continuous improvement of the services provided by Schwab.

What you have

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 related work experience 
• Strong communication skills (written and oral), with strong attention to detail and the ability to use appropriate communication channel
• Working knowledge of Excel, Word, Access, and PowerPoint required
• Self-starter and fast learner with business and technical acumen 
• Ability to manage multiple workflows at a time and effectively prioritize time sensitive items 
• Ability to analyze data to form meaningful conclusions
• Previous experience in client service and/or developing client relationships and strong internal partnerships
• Ability to travel occassionally

Preferred Qualifications: 

• Qualified Plan or Trust administration experience
• Basic understanding of ERISA, pension, trust and securities industries

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