Relationship Manager - RPS Client Service OH
Company: Charles Schwab
Location: North Ridgeville
Posted on: April 17, 2024
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Job Description:
Position Type: RegularYour Opportunity
Charles Schwab has been a leader in financial services for over
four decades, working to make investing more affordable, accessible
and understandable to all. Driven by our purpose to champion every
client's goals with passion and integrity, we're committed to
providing an environment that respects and appreciates the
diversity of our employees, our clients, and the communities we
serve. Our goal, as seen through clients' eyes, is that Schwab
continuously improves on being a premier financial service provider
through best in class service, technology, products, people and
advice.
What you have
We are seeking an experienced retirement professional who has a
proven success in a client facing role. This position includes
daily oversight and coordination of all aspects of qualified (401k,
403b) and non-qualified retirement plan recordkeeping and
administration. This includes resolution of client issues,
coordination of internal groups for issue resolution, client
presentations and sales support. As the lead interface between plan
sponsor and Schwab, the Relationship Manager will be accountable
for client satisfaction, delivering value to clients by broadening
Schwab's relationships with plan sponsors and plan participants.
The Manager will have an understanding of, and adherence to, Schwab
policies and practices and mitigation of operational and financial
risk to Schwab. The role will require overnight travel to client
sites.
Bachelor's degree or equivalent, relevant work related experience
preferred
5 + years of Qualified Plan/Trust administration experience
Understanding of ERISA and Pension industry rules and regulations
is strongly preferred
ASPPA, CEBS and/or NIPA designation highly preferred. QPA, QKA, CPC
or equivalent certification/designation also highly preferred
Proven success in a client facing role
Demonstrated ability to develop and implement client strategies,
retirement plan design, compliance, IRS reporting, as well as a
working knowledge of mutual funds and other investments
Excellent written and oral communication skills
Ability to actively participate in client presentations is a key
strength in this role
Must be available for overnight travel
In addition to the salary range, this role is also eligible for
bonus or incentive opportunities.
What's in it for you
At Schwab, we're committed to empowering our employees' personal
and professional success. Our purpose-driven, supportive culture,
and focus on your development means you'll get the tools you need
to make a positive difference in the finance industry. Our Hybrid
Work and Flexibility approach balances our ongoing commitment to
workplace flexibility, serving our clients, and our strong belief
in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the
whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after
every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Keywords: Charles Schwab, Strongsville , Relationship Manager - RPS Client Service OH, Executive , North Ridgeville, Ohio
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