Senior Client Service Manager, Retirement Plan Services - Omaha
Only for registered members Omaha, United States
1 month ago
* This salary range is an estimation made by beBee
Job summary
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
Responsibilities
- Leading approximately 8-10 sizable growing client relationships.
- Collaboration with business partners to delegate and lead client issues to successful resolution.
- Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges.
- Identify and engage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.
Qualifications
- 10 + years of experience working with large, complex employer sponsored Retirement Plans.
- Bachelor's degree or equivalent experience.
- High degree of integrated benefit services experience with comprehensive knowledge of equity compensation plan (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.
Job description
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