Client Service Manager, Retirement Plan Services

Sua oportunidade

em Schwab, você está com o poder de causar impacto em sua carreira. Aqui, o pensamento inovador atende à solução criativa de problemas, ajudando-nos a "desafiar o status quo" e transformar a indústria financeira juntos. Essa função inclui a supervisão diária de todos os aspectos do plano de registro e administração de planos de aposentadoria qualificado e não qualificado, que podem incluir a resolução dos problemas do cliente, a coordenação de grupos internos para resolução de problemas, apresentações de clientes e suporte de vendas. Você entenderá e aderirá às políticas e práticas da Schwab. Você será responsável pela mitigação do risco operacional e financeiro para a Schwab. Suas responsabilidades incluirão, mas não se limitarão a:

The Client Service 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, you will be accountable for client satisfaction, delivering support to clients by broadening Schwab's relationships with plan sponsors and plan participants. You will understand and adhere to Schwab policies and practices. You will be responsible for the mitigation of operational and financial risk to Schwab. Your responsibilities will include but not be limited to: 

• líder de administração do plano diário e manutenção de registros para o relacionamento com os clientes. Cliente e colaborar com os colegas para construir uma experiência precisa do cliente. Alterações de cliente e regulatório. ter
• Understanding your plans to ensure administration is completed in accordance with plan provisions.
• Collaborating with business partners to delegate and lead client issues to successful resolution.
• 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.
• 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.
• 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.

What you have

para garantir que cumpemos nossa promessa de “desafiar o status quo”, essa função possui qualificações específicas que os candidatos bem -sucedidos devem ter. regulamentos e design de plano não qualificado.

Required Qualifications

• 5+ years of experience working with employer sponsored Retirement Plans.
• Bachelor's degree or equivalent experience.
• Understanding of ERISA, industry rules and regulations, and Non-Qualified Plan Design.
• Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as an understanding of mutual funds and other investments.
• Capacidade de trabalhar de forma independente com a supervisão mínima do seu gerente.
• Excelentes habilidades de comunicação escrita e oral. com nível variável de complexidade.
• Ability to 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.
• Effectively run plans with varying level of complexity.
• Capacidade de lidar com várias atribuições em um determinado momento. efetue pequenas e grandes mudanças para continuar a elevar a eficácia e o nível de serviço das equipes prestados a nossos clientes
• 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 to continue to elevate the teams' effectiveness and level of service provided to our clients
• Met atendem aos prazos em um ambiente de ritmo acelerado. QPA, CPC ou certificação/designações equivalentes. Nossa cultura de apoio e foco no seu desenvolvimento significa que você obterá as ferramentas necessárias para fazer uma diferença positiva no setor financeiro. Nosso
• Flexibility to travel for client visits and sales presentation

Preferred Qualifications

• ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.