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.

As a Client Service Manager (CSM), within our Charles Schwab Trust Bank (CSTB) group, you will form lasting relationships with premier level clients. These clients are either Independent Recordkeepers, Registered Investment Advisors, or Third Party Administrators. As a CSM, you will provide extraordinary service and solutions to clients while working for a division of Schwab that is leading the industry in servicing retirement plans through intermediary relationships. If you enjoy forming relationships and share a passion in serving clients - this role is for you.

The Client Service Manager (CSM) supports a specific group of premier client relationships by ensuring all service levels are met every day. They will be the clients’ primary contact and will act as their advocate internally across multiple business lines and levels of management.

Key functions of the CSM include but are not limited to:

Act as primary contact for assigned premier level independent recordkeepers and third-party administrator relationships and associated complex trust and custody accounts.Responsible for presenting a professional image of Schwab in all communications.Introduce new products and services as well as recommend service enhancementsProactively consult and educate clients through knowledge sharing and efficiency training with the objective of promoting client retention and growthCollaborate with internal partners in delivery of timely and accurate information in response to inquiries and/or service issuesMeet or exceed established service level standards.Manage multiple tasks effectively by balancing high productivity with excellent service qualityManage client expectations by providing ongoing, proactive communication on projects, deliverables, issue resolution, and other substantive itemsEscalate client issues to appropriate internal resourcesManage client issues by working and communicating effectively with the appropriate internal resources to identify the root cause, resolution, and alternativesWhat you have
Required Qualifications:1+ years of experience with qualified retirement plans within the financial industry required or experience with employee benefit plans providing trust/custody or recordkeeping servicesPreferred Qualifications:Understanding of rules governing qualified retirement plansWorking knowledge of ERISA and regulatory environment governing retirement accountsExcellent client service and problem resolution skills.Excellent communication (verbal and written) skills with ability to organize, prioritize, and work with minimal supervision.Ability to handle complex work, be self-directed, and quickly develop a full understanding of our businessPositive attitude, team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethicsAbility to plan and lead client meetings in a professional, consultative and effective mannerCapable of working well with diverse groups and individuals and willingness to assist where neededAbility to multi-task, actively listen, assess client needs, research information, and provide clients with "outside of the box” solutionsAbility to use several different applications at one time, including Windows, internet research, database systems, and emailProficiency with MS Office technology (Word, Excel, PowerPoint)Experience with SalesForce and trust accounting systems, such as SEI is a plusBachelor’s degree in finance, economics, business administration, or related area

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What’s in it for you

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:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Apply Save job