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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
12 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

client technologies specialist jobs

Client Service Manager (Specialist), Retirement Plan Services

Legal Technology Data Solutions Specialist

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Verifications Specialist

Solutions Specialist I

Implementation Specialist

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Clinical Research Support Specialist

Student Safety Specialist (Content Reviewer) — Part-Time / On-Call

Tier 1 Support Specialist - US Remote

Client Operations Specialist

Implementation Specialist – Customer Onboarding & Training (CMMS)

Workflow Specialist

Facilities & Construction Purchasing Specialist

Healthcare Customer Service Representative - Remote

Remote Sales Specialist (Appointment Setting & Client Sales)

Production Specialist

Courtroom Presentation Specialist

Globalization Operations Specialist

Closing Specialist

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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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