Charles Schwab Defined Benefit Client Services Manager in Richfield, Ohio


Richfield - OH, OHRICH, 4150 Kinross Lakes Pkwy, 44286

Christal Lynn Fortunato


Our Opportunity:

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.

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: OH - Richfield

Education: BA/BS

Job Type: Full Time

Category:Retirement Services

Activation Date: Tuesday, March 20, 2018

Expiration Date: Friday, June 1, 2018

Apply Here