Retirement Client Service Specialist

Position Type: Regular 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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. 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 alternative 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 Bachelor’s degree in finance, economics, business administration, or related area 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 In addition to the salary range, this role is also eligible for bonus or incentive opportunities. #SchwabBTSjobs What’s in it for you 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