Senior Relationship Manager (Retirement Plan Services)
Company: Charles Schwab
Location: Keene
Posted on: January 19, 2023
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Job Description:
Position Type: RegularYour OpportunitySchwab Retirement Plan
Services, an affiliate of Charles Schwab & Co., Inc. is one of the
leading providers of bundled retirement plan services. Form id-to
large sized companies, Schwab offers full - service retirement
plans featuring complete retirement services from a single source.
Schwab's combined expertise in recordkeeping and related services,
investment choice and award-winning participant experience and
education (including retirement plan advice) and high-end
technology helps employers offer competitive employee benefits.
-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 goal with passion and integrity, we're
committed to providing an environment that respects and appreciates
the diversity of our employees, our clients, and the comm unities
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 are good atWe 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 understand and adherence to
Schwab policies, practices, and mitigation of operational and
financial risk to Schwab. The role will require overnight travel to
client sites.What you have
Keywords: Charles Schwab, Bakersfield , Senior Relationship Manager (Retirement Plan Services), Executive , Keene, California
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