Relationship Manager, Client Services
2 weeks ago
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. The Relationship Manager role is responsible for leading day-to-day client service delivery in support of plan administration and client needs. This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support.
As the lead interface between plan sponsor and Schwab, the Relationship Manager will be accountable for client satisfaction, delivering support to clients by broadening Schwab's relationships with plan sponsors and plan participants. You will have an understanding of and adherence to Schwab policies and practices and mitigation of operational and financial risk to Schwab.
Leading approximately 15-20 client relationships.
Understand your plans to ensure administration is completed in accordance with plan provisions.
Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.
Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to create a precise client experience is a major part of your role
Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.
Support Sales efforts, as needed.
Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.
Execute client and regulatory changes.
Effectively and authentically communicate Schwab’s value to clients.
Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.
Validated ability to build and sustain strong relationships with clients and partnerships with internal associates as well as key contacts at within the industry to stay ambitious.
What you have
5 + years of experience working with employer sponsored Retirement Plans as your minimum requirement.
Bachelor's degree or equivalent experience.
You have ASPPA, CEBS and/or NIPA designation preferred. QPA, CPC or equivalent certification/designations preferred.
Validated understanding of ERISA, industry rules and regulations, and Non-Qualified plan design leads to your success in the role.
Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments.
Ability to work independently with minimal oversight by your manager.
Excellent written and oral communication skills are critical in your role.
Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.
Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Relationship Manager.
Effectively run plans with varying level of complexity.
Time management skills and ability to handle multiple assignments at a given time.
Self-motivated, enthusiastic, take initiative and demonstrates a high degree of personal integrity, resilience, honesty and respect for others
Inspire and support those around you to challenge the status quo; effect small and large changes in order to continue to elevate the teams' effectiveness and level of service provided to our clients
Meet deadlines within a fast-paced environment.
Collaborate effectively in teams and influence outcomes
Demonstrate confidence, accountability, and teamwork with each interaction
Flexibility to travel for client visits and sales presentation
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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
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