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Charles Schwab

Sr. Client Service Manager

Phoenix, AZ

Salary Range: USD $54,500 - $82,000 / Year

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 Retirement Business Services (RBS) 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.

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What you are good at

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 enhancements
  • Proactively consult and educate clients through knowledge sharing and efficiency training with the objective of promoting client retention and growth
  • Collaborate with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues
  • Meet or exceed established service level standards.
  • Manage multiple tasks effectively by balancing high productivity with excellent service quality
  • Manage client expectations by providing ongoing, proactive communication on projects, deliverables, issue resolution, and other substantive items
  • Escalate client issues to appropriate internal resources
  • Manage client issues by working and communicating effectively with the appropriate internal resources to identify the root cause, resolution, and alternatives

What you have

Required Qualifications

  • 2+ years of experience with qualified retirement plans within the financial industry required or experience with employee benefit plans providing trust/custody or recordkeeping services

Preferred Qualifications

  • Understanding of rules governing qualified retirement plans
  • Working knowledge of ERISA and regulatory environment governing retirement accounts
  • Excellent 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 business
  • Positive attitude, team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics
  • Ability to plan and lead client meetings in a professional, consultative and effective manner
  • Capable of working well with diverse groups and individuals and willingness to assist where needed
  • Ability to multi-task, actively listen, assess client needs, research information, and provide clients with 'outside of the box" solutions
  • Ability to use several different applications at one time, including Windows, internet research, database systems, and email
  • Proficiency with MS Office technology (Word, Excel, PowerPoint)
  • Experience with SalesForce and trust accounting systems, such as SEI is a plus
  • Bachelor's degree in finance, economics, business administration, or related area

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

Client-provided location(s): Phoenix, AZ, USA; Austin, TX, USA
Job ID: CharlesSchwab-2023-93096
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • FSA With Employer Contribution
    • HSA
    • HSA With Employer Contribution
    • Pet Insurance
    • Mental Health Benefits
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Sabbatical
    • Leave of Absence
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Shadowing Opportunities
    • Access to Online Courses
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program

This job is no longer available.

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