Client Service Manager

Client Service Manager Schwab Corporate Services Charles Schwab Corporate Services (SCS) provides services to retirement plan sponsors and participants through Schwab Retirement Plan Services, Inc, The Charles Schwab Trust Company, and Charles Schwab & Co., Inc. SCS also provides equity compensation plan services and other financial and retirement services to corporations and executives. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans. CSTC, a California state-chartered trust company, provides trust and custody services to retirement plan sponsors. Charles Schwab & Co., Inc. is a registered broker/dealer, offering the Schwab Personal Choice Retirement Account® (PCRA), as well as other brokerage and custody services to its customers. These entities are affiliates of each other and are wholly owned subsidiaries of The Charles Schwab Corporation.


Job Responsibilities:


This role includes responsibility for administrative duties, resolving day to day client issues, coordination of internal groups for issue resolution, client presentations and sales support.  This position also works with and is responsible for assisting plan sponsors with on-line tools and the proactive communication of new services and products.  The role includes both formal and informal client presentations.  The ability to present effectively in new sales opportunities is a key requirement for this position.
Qualifications:


The ideal candidate has a Bachelor's degree and 3-5 years of Qualified Plan/Trust administration experience, excellent written and oral communication skills, and detailed and specific understanding of ERISA and Pension industry rules and regulations.  This would extend to plan design, compliance, IRS reporting, as well as a working knowledge of mutual funds and other investments.  Actively pursuing the completion of, or already attained, Qualified Plan Administrator (QPA) or Certified Pension Consultant (CPC) designations offered through the American Society of Pension Actuaries.  The candidate we are seeking also has experienced involvement in the sales process of bringing in new business.


 Critical Success Factors:


Good communication and organizational skills

Ability to meet deadlines

Ability to develop positive solutions for client 

The ideal candidate must have the ability to effectively communicate complex information to plan sponsors while multi-tasking and managing their caseload

Strong client presentation skills

Strong interpersonal skills

Ability to interact effectively with Corporate officers and decision-makers at prospective client firms