charles schwabAustin, TX
Hybrid Retirement Plan Client Services Manager
Hybrid Retirement Plan Client Services Manager
Hybrid Retirement Plan Client Services Manager
charles schwabAustin, TX
yesterday
Personal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelPersonal Service Managers, All Other
Portfolio Management and Investment AdvicePension FundsMiscellaneous Financial Investment Activities
Apply for this role (opens in a new tab)Charles Schwab is seeking a Client Service Manager to lead retirement plan sponsor relationships and oversee administration for assets of $50M-$150M. You will resolve client issues, coordinate cross-functional teams, support sales, and strengthen sponsor/participant relationships with a focus on high-quality service and risk mitigation.
Ideal candidates demonstrate 5+ years in employer-sponsored retirement plans, strong analytical and communication skills, and the ability to travel for client
Also on the board Same function, level within a rung
Level
Senior
Location
Austin, TX
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday