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 Charles Schwab Trust Bank, 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 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

1+ 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

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success.

Our flexible work options, supportive culture, and focus on your development means you’ll get

the tools you need to make a positive difference in the finance industry.

We offer a competitive benefits package that takes care of the whole you – both today and in

the future:

Base salary + annual bonus
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Charles Schwab Inc.

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Client Service Manager