Charles Schwab Defined Benefit Client Services Manager in Richfield, Ohio
Richfield - OH, OHRICH, 4150 Kinross Lakes Pkwy, 44286
Christal Lynn Fortunato
To ensure Charles Schwab fulfills its purpose of financial fitness for all by delivering high quality, consultative conversations with an eye toward improving the client and participant experience.
Contribute to the ongoing evolution of the Client Services organization by supporting our Client Service Manager and Relationship manager partners. This will be accomplished by shaping our day to day service strategies across our core segments of clients. And the CSS will be responsible for reporting and research while ensuring that activities are being done in compliance of the plan provisions.
What you’ll do:
Provide ongoing support of our clients through the creation and support of plan sponsor research and reporting functions as outlined in the CSS roles & responsibilities document
Assist with Payroll processing, loan analysis, forfeitures, statements, stock admin, issue tracking, work requests and document requests as outlined in the CSS roles and responsibilities document.
Fulfill Work Request tasks requiring research and follow-up with client
Process Service Agreement Amendments
Periodically communicate directly with plan sponsor on day to day plan needs
What you have:
Bachelor’s degree or equivalent experience demonstrating a basic understanding of ERISA, pension/trust compliance, DC and DB plans
Prefer 2+ years of successful experience in Qualified Retirement Plans/Trust Administration.
Demonstrate an understanding of ERISA and Non-Qualified plan design
Demonstrated ability to influence without authority
Understands the importance of diversity
Must be open to new ideas in order to support the continuous evolution of the Client Services organization and the Schwab organization as a whole. Flexibility and the ability to shift gears and embrace new ideas and team needs are critical to success
High achievement orientation. Measures success through quantitative results
Articulate communicator with good listening skills. Presents well on the phone, in meetings and through email communications.
Sociable, outgoing, and engaging. Likes to influence others.
Passionate about our purpose of helping everyone become financially fit and likes to make a contribution and help others succeed.
Excellent time management skills in completing administrative tasks in a timeframe set by Client Service Managers and Clients.
Able to collaborate and work effectively with other functions within Schwab to meet Plan Sponsor and Participant needs.
Active eager learner able to quickly establish personal credibility. Quickly learns from experience and translates learning into new behavior and approaches.
Good judgment. Knows when and how to call on other resources.
*This requisition is for future needs of the business; not an immediate opening.
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: None
Relevant Work Experience: Retirement Services-6+ yrs
Position Located In: OH - Richfield
Job Type: Full Time
Activation Date: Tuesday, March 20, 2018
Expiration Date: Friday, June 1, 2018