Charles Schwab Defined Benefit Client Services Manager in Richfield, Ohio
Richfield - OH, OHRICH, 4150 Kinross Lakes Pkwy, 44286
Christal Lynn Fortunato
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 at http://www.aboutschwab.com/about/leadership/charles_schwab 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.
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 8-14 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 at http://www.aboutschwab.com/careers/lifeatschwab/" .
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.
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
Job Type: Full Time
Activation Date: Tuesday, May 1, 2018
Expiration Date: Sunday, July 1, 2018