Defined Benefit Client Services Manager

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Job ID:
0803-35469
Job Category:
Retirement Services
Relevant Work Experience:
Retirement Services-6+ yrs
Current Licenses / Certifications:
None
Position Located In:
TX - Austin, OH - Richfield
Education:
BA/BS
Job Type:
Full Time
Description:

Richfield - OH, OHRICH, 4150 Kinross Lakes Pkwy, 44286
Christal Lynn Fortunato
0803-35469

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all.  As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

The Client Services Manager is responsible for overseeing 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 Defined Benefit plan recordkeeping and administration that may include resolution of client issues, client presentations and sales support.

What you’ll do:

  • Ensure client satisfaction and improve client promoter scores.
  • Lead client meetings and effectively communicate Schwab’s value to clients.
  • Work collaboratively within the organization, share best practices, and aid in the continuous improvement of Schwab services.
  • Understand your plans to ensure accurate administration and proactively communicate plan administration activities. Apply specialized knowledge within all aspects of retirement plan recordkeeping.
  • Coordinate business partners to execute client requests, implement regulatory changes, and manage client issues to successful resolution.
  • Manage the transition of work for new clients, including set up of recordkeeping and administration systems.
  • Provide training and guidance to less experienced team members.
  • Support Sales efforts

What you have:

  • 5 + years of Defined Benefit plan administration experience
  • Bachelor's degree or equivalent experience
  • Excellent communication and presentation skills
  • Effective organizational skills and ability to handle multiple assignments at a given time
  • Ability to perform day-to-day tasks and meet deadlines with minimum oversight.
  • Self-motivated, enthusiastic individual who takes initiative and demonstrates a high degree of personal integrity, resilience, honesty and respect for others
  • Ability to identify risks and raise issues to management for resolution
  • Ability to effectively manage plans varying level complexity
  • Defined Benefit administration experience is preferred
  • Detailed understanding of ERISA and Pension industry rules is strongly preferred
  • ASPPA designation is strongly preferred
  • Ability to travel up to 15-20 times (on average) per year to support client relationships and new business

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab.

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.


Job Specifications
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: None
Relevant Work Experience: Retirement Services-6+ yrs
Position Located In: TX - Austin, OH - Richfield
Education: BA/BS
Job Type: Full Time

Category:Retirement Services
Activation Date: Thursday, August 3, 2017
Expiration Date: Wednesday, November 1, 2017
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Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.