Relationship Manager - RPS Client Service (Remote)
Company: Charles Schwab
Location: Diamond Bar
Posted on: November 19, 2021
Position Type: Regular Your Opportunity
Schwab Retirement Plan Services, an affiliate of Charles Schwab &
Co., Inc. is one of the leading providers of bundled retirement
plan services. For mid-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 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
What you are good at
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.
What you have
Bachelor's degree or equivalent, relevant experience
5 + years of Qualified Plan/Trust administration experience.
Understanding of ERISA and Pension industry rules and regulations
is strongly 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
ASPPA, CEBS and/or NIPA designation preferred. QPA, QKA, CPC or
equivalent certification/designation also preferred.
Ability to actively participate in client presentations is a key
strength in this role.
Must be available for overnight travel
Colorado Compensation ?
Target Total Compensation - $83,800 - 132,600
Your actual pay will be based on your skills and - experience --
talk with your recruiter to learn -more.
Why work for us? Own Your Tomorrow embodies everything we do! We
are committed to helping our employees ignite their potential and
achieve their dreams. Our employees get to play a central role in
reinventing a multi-trillion-dollar industry, creating a better,
more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower
you for today and tomorrow. We offer a competitive and flexible
package designed to help you make the most of your life at work and
at home -today and in the future. Explore further .
Schwab is committed to building a diverse and inclusive workplace
where everyone feels valued. As an Equal Opportunity Employer, our
policy is to provide equal employment opportunities to all
employees and applicants without regard to any status that is
protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing
women, racial and ethnic minorities, veterans, and individuals with
disabilities in the workplace. If you have a disability and require
reasonable accommodations in the application process, contact Human
Resources at email@example.com or call 800-275-1281
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal
Opportunity Employer. At TD Ameritrade we believe People Matter. We
value diversity and believe that it goes beyond all protected
classes, thoughts, ideas, and perspectives.
Keywords: Charles Schwab, Diamond Bar , Relationship Manager - RPS Client Service (Remote), Executive , Diamond Bar, California
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