Client service manager (specialist), retirement plan services (mega)Charles Schwab • Richfield, Minnesota, United States
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Client service manager (specialist), retirement plan services (mega)
Charles Schwab
- Richfield, Minnesota, United States
- Richfield, Minnesota, United States
Über
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 Mega Segment, $1 B+ 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. 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 Power Point 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
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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 plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Sprachkenntnisse
- English
Hinweis für Nutzer
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