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About the Role

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.

Responsibilities

• 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.

Requirements

• 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.
• 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.

Skills

• Client service
• Problem resolution
• Communication (verbal and written)
• Organization
• Prioritization
• Working with minimal supervision
• Handling complex work
• Self-directed
• Business understanding
• Team orientation
• Professionalism
• Work ethic
• Integrity
• Ethics
• Meeting planning
• Consultative skills
• Working with diverse groups
• Multi-tasking
• Active listening
• Needs assessment
• Research
• Providing solutions
• Using multiple applications
• MS Office (Word, Excel, PowerPoint)
• SalesForce (plus)
• Trust accounting systems (plus)

Location

• Onsite

Work Type

• Full-time

Experience Level

• 1+ years of experience

Education Level

• Bachelor’s degree

Salary/Compensations

• Base salary + annual bonus

Benefits

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

About the Company

• 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.
• 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.