Top 235145 Manager Client Services Jobs

Client Service Manager (Specialist), Retirement Plan Services
Charles Schwab —Westlake, TX
- $50,900 - $68,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
11d
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Supporting Strategies —Remote
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- Remote
- 5 years
- Mid-level
- Analysis skills
Team-Based Financial Advisor - Apex Financial Group (Fond du Lac)
Thrivent —Fond du Lac, WI
- $24,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
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Revenue Cycle Client Manager, Network Operations-FQHC, 5+ Years of experience
Orchard Medical Management —Manchester, NH
- Full-time
- CPR Certification
- 5 years
- BLS Certification
- Health savings account
- Health insurance
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Branch Manager
First National Bank of Michigan —Holland, MI
- From $70,000 a year
- Full-time
- Ability to walk for extended periods
- English
- Residential
- Health savings account
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Insurance Senior Client Service Representative - Property & Casualty
CMR Risk & Insurance Services, Inc. —San Diego, CA
- $71,000 - $90,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health insurance
- Dental insurance
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B2B Outside Sales Representative-Healthcare
Health Monitor Network —Sacramento, CA
- $65,000 - $85,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Up to 50% travel
- Travel reimbursement
- Mileage reimbursement
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Trucking Account Manager
Oak Harbor Freight Lines —Mount Vernon, WA
- $82,000 - $95,000 a year
- Full-time
- Clean driving record
- Bachelor of Science
- Mid-level
- Paid holidays
- Health insurance
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Insurance Account Manager - Commercial Lines
Nicholson & Associates Insurance LLC —Centralia, WA
- $48,000 - $68,000 a year
- Full-time
- Mid-level
- Office
- US work authorization
- Health insurance
- Dental insurance
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Wealth Manager
LourdMurray —Los Angeles, CA
- $85,000 - $145,000 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Office
- Health savings account
- Health insurance
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6d
Financial Advisor/Wealth Manager - Indianapolis
Tristate Financial Advisors —Indianapolis, IN
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
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Commercial & Personal Lines Account Manager
McCredie Insurance Agency, Inc. —Flint, MI
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Dental insurance
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Senior Account Associate - Commercial Insurance
Insurance Office of America, Inc. —Pleasanton, CA
- $45,000 - $60,000 a year
- Full-time
- Microsoft Outlook
- Word processing
- Research
- Paid holidays
- Health insurance
Quick Apply
Licensed Insurance Agent- Personal Lines
Genesee Valley Agency —Livonia, NY
- From $20 an hour
- Full-time
- Hybrid work
- Computer literacy
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
Regional Sales Manager, Pittsburgh, Central PA, NY, WV
G. W. BECKER INC. —Hermitage, PA
- $1 an hour
- Full-time
- Mid-level
- Business development experience
- Organizational skills
6d
Account Manager
Phoenix Consulting Group of Nashville —Nashville, TN
- $60,000 - $100,000 a year
- Full-time
- Mid-level
- In-person
- Communication skills
Quick Apply
Client Services Associate / Paraplanner
Aspire Wealth Partners —Tucson, AZ
- $50,000 - $70,000 a year
- Full-time
- Background check
- Office
- Microsoft Office
- Profit sharing
- Health savings account
Quick Apply
Commercial Insurance Account Manager
DBD Staffing —Altoona, PA
- $42,500 - $52,500 a year
- Full-time
- Background check
- Writing skills
- Basic math
- AD&D insurance
- Paid holidays
Quick Apply
20h
Business Development Specialist I
Interstate Batteries —Waipahu, HI
- $60,000 - $65,000 a year
- Weekends as needed
- Mid-level
- Microsoft Office
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
Quick Apply
Director of Customer Success
Confidential —Lancaster, PA
- $110,000 - $115,000 a year
- Full-time
- In-person
- Senior level
- Leadership
- Health insurance
- Dental insurance
Quick Apply

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Client Service Manager (Specialist), Retirement Plan Services

Charles Schwab -
Westlake, TX

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Job Details

$50,900 - $68,000 a year
11 days ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Customer communication
Presentation software
Data interpretation

Full Job Description

Westlake, TX ; Austin, TX ; Phoenix, AZ

Requisition ID 2026-123610 Category Customer Service / Client Service Position type Regular Pay range USD $50,900.00 - $68,000.00 / Year Application deadline 2026-07-24

Your opportunity

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

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. Schwab Retirement Plan Services, Inc. is a wholly owned subsidiary of The Charles Schwab Corporation. Schwab Retirement Plan Services provides recordkeeping, administration, participant education and communication, plan design, consulting, actuarial services, and compliance testing for a total of over 1,300 defined contribution, defined benefit, and non-qualified retirement plans. Schwab Corporate Services delivers high quality workplace solutions which enable employees to attain secure financial futures. Our actions and decisions are driven by integrity, by visibility and by advocacy of our clients’ best interests.

As a Client Service Manager (Specialist-Internal title), you are responsible for

Assisting in the day to day servicing responsibilities for Schwab’s recordkeeping clients consistent with Schwab’s goals and guiding principles.
Supporting a team of Client Service Managers (Relationship Managers) responsible for our clients’ complete satisfaction with Schwab in our Mega Segment, $1B+ in Assets Under Management.
Daily administration assignments, such as, researching participant or client related questions, comprehension/application of procedures, processes, and systems, as well as direct contact with Schwab’s clients.
Participating in the research, development, and production of strategic solutions to meet our retirement client needs including accumulation of supporting documents or reports.
Communicating clearly in both written and face-to-face communications, working collaboratively within the organization, sharing best practices, and aiding in the continuous improvement of the services provided by Schwab.

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

Bachelor’s degree or equivalent related work experience
Strong communication skills (written and oral), with strong attention to detail and the ability to use appropriate communication channel
Working knowledge of Excel, Word, Access, and PowerPoint required
Self-starter and fast learner with business and technical acumen
Ability to manage multiple workflows at a time and effectively prioritize time sensitive items
Ability to analyze data to form meaningful conclusions
Previous experience in client service and/or developing client relationships and strong internal partnerships
Ability to travel occassionally

Preferred Qualifications:

Qualified Plan or Trust administration experience
Basic understanding of ERISA, pension, trust and securities industries

#workplacejobs

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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

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Eligible Schwabbies receive

Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment

Apply Now

Refine Your Search

Manager Client Services jobs

Client Service Manager (Specialist), Retirement Plan Services

Remote Accounting Manager (Client Services)

Team-Based Financial Advisor - Apex Financial Group (Fond du Lac)

Revenue Cycle Client Manager, Network Operations-FQHC, 5+ Years of experience

Branch Manager

Insurance Senior Client Service Representative - Property & Casualty

B2B Outside Sales Representative-Healthcare

Trucking Account Manager

Insurance Account Manager - Commercial Lines

Wealth Manager

Financial Advisor/Wealth Manager - Indianapolis

Commercial & Personal Lines Account Manager

Senior Account Associate - Commercial Insurance

Licensed Insurance Agent- Personal Lines

Regional Sales Manager, Pittsburgh, Central PA, NY, WV

Account Manager

Client Services Associate / Paraplanner

Commercial Insurance Account Manager

Business Development Specialist I

Director of Customer Success

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Your opportunity

What you have

What’s in it for you

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Eligible Schwabbies receive

Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

Sabbatical leave available after five years of employment

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