Senior client service manager, relationship management - retirement plan services

Position Type: RegularApplicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. Senior Client Service Manager,  plays the critical role of primary relationship owner and interface between our plan sponsors and Schwab.  You would be responsible for oversight of all aspects of retirement plan recordkeeping and administration. In this capacity, you will consistently explore and discover client and consultant needs by engaging in face-to-face meetings, asking well-defined, open-ended questions to clearly uncover new business opportunities and identify relationship challenges.  As a part of this ongoing process, you will utilize your personal knowledge and expertise as well as identify and engage the appropriate subject matter experts within Charles Schwab to assist with presentations and discussions to ensure client understanding of available solution sets to achieve successful outcomes. Senior Client Service Manager,  will work together, as a team, with their Client Relationship Practice Leader and Client Relationship Administrators to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs.  The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients.  In meeting and exceeding these duties, you are expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. The Senior Client Service Manager,  will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling $150 M to $500 M. What you’re responsible for
Leading approximately 10-15 client relationships.
Understand assigned practice 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 build a precise client experience is a major part of your role.
Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges. Identify and
Engage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.
Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.
Identify and adapt to clients’ and consultants’ diverse backgrounds and roles (executives, human resources, and finance) and maintain investment-related expertise to effectively sell and deliver product, service, and platform solutions. 
Support Sales efforts, as needed,
Deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services, and platforms.
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.
Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented. Required Qualifications:
10 + years of experience working with large, complex employer sponsored Retirement Plans.
Bachelor's degree or equivalent experience.
High degree of integrated benefit services experience with comprehensive knowledge of equity compensation plan (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.
Thorough understanding of retirement and benefit plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations.
Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab