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60 Episource Client Service Manager Jobs Hiring Near You

Charles Schwab Inc.

Client Service Manager

Phoenix, AZ · On-site

$26.44 - $32.21/hr

As a Client Service Manager (CSM), within Charles Schwab Trust Bank, you will form lasting relationships with premier-level clients. These clients are either Independent Recordkeepers, Registered ...

Gallagher

Client Service Manager

Saint Louis, MO

As a Client Service Manager, you'll play a key role in delivering exceptional service to our clients. You'll manage a portfolio of accounts, build strong relationships, and ensure our clients feel ...

Gallagher

Client Service Manager

Gainesville, GA · Remote

Overview We are seeking a remote Client Service Manager to join our growing team in our small business division who can deliver exceptional customer service! Are you interested in helping a range of ...

Gallagher

Client Service Manager

Houston, TX · On-site

As a Client Service Manager, you'll be at the heart of our commitment to delivering tailored insurance solutions and fostering strong client relationships. This role is your chance to make a ...

Charles Schwab

Client Service Manager

Phoenix, AZ

As a Client Service Manager (CSM), within Charles Schwab Trust Bank, you will form lasting relationships with premier-level clients. These clients are either Independent Recordkeepers, Registered ...

Charles Schwab

Client Service Manager

Phoenix, AZ

$26.44 - $32.21/hr

As a Client Service Manager (CSM), within Charles Schwab Trust Bank, you will form lasting relationships with premier-level clients. These clients are either Independent Recordkeepers, Registered ...

Lifeworks

Client Service Manager

Chicago, IL · On-site

$60K - $75K/yr

The Client Service Manager will collaborate closely with sales, record-keeping and operations associates, and will be required to participate in sales final presentations as needed. This role has ...

Gallagher

Client Service Manager

Westborough, MA

Overview At Gallagher, we're looking for a Client Service Manager to join our Commercial team. In this role, you'll work closely with clients and colleagues to provide exceptional service and deliver ...

SpecialtyRx

Client Service Manager

Ridgefield Park, NJ · On-site

$55K - $70K/yr

SpecialtyRx is seeking Client Service Manager located in the surrounding areas of Nassau & Suffolk) The Client Service will be servicing and overseeing the relationship with our long term care ...

Fidelity Investments

Client Service Manager

Covington, KY · On-site

$66K - $125K/yr

Fidelity will not provide immigration sponsorship for this position The Client Services Manager (CSM) is part of the Client Service Management, DC Plan Services organization and is the primary client ...

Gallagher

Client Service Manager

Miami, FL · Hybrid

Overview At Gallagher, we're looking for a Client Service Manager to join our Commercial team. In this role, you'll work closely with clients and colleagues to provide exceptional service and deliver ...

Fidelity Investments

Client Service Manager

Covington, KY · On-site

$66K - $125K/yr

Fidelity will not provide immigration sponsorship for this position The Client Services Manager (CSM) is part of the Client Service Management, DC Plan Services organization and is the primary client ...

Stantec

Client Service Manager

Philadelphia, PA · On-site

Stantec Consulting Services Inc., Client Service Manager (Multiple Positions), Philadelphia, PA. Oversee and support multiple water, wastewater, and stormwater projects within budget and on schedule.

Gallagher

Client Service Manager

Tulsa, OK

Overview At Gallagher, we're looking for a Client Service Manager to join our Small Group Employee Benefits team. You'll manage a group of accounts, ensuring our clients feel supported and valued ...

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Client Service Manager

Charles Schwab Inc.

Phoenix, AZ • On-site

$26.44 - $32.21/hr

Full-time

Medical, Dental, Vision, Retirement

Posted 7 days ago

Job description

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.
As a Client Service Manager (CSM), within Charles Schwab Trust Bank, you will form lasting relationships with premier-level clients. These clients are either Independent Recordkeepers, Registered Investment Advisors, or Third-Party Administrators. As a CSM, you will provide extraordinary service and solutions to clients while working for a division of Schwab that is leading the industry in servicing retirement plans through intermediary relationships. If you enjoy forming relationships and share a passion in serving clients - this role is for you.
The Client Service Manager (CSM) supports a specific group of premier client relationships by ensuring all service levels are met every day. They will be the clients' primary contact and will act as their advocate internally across multiple business lines and levels of management.
Key functions of the CSM include but are not limited to:
  • Act as primary contact for assigned premier level independent recordkeepers and third-party administrator relationships and associated complex trust and custody accounts.
  • Responsible for presenting a professional image of Schwab in all communications.
  • Introduce new products and services as well as recommend service enhancements
  • Proactively consult and educate clients through knowledge sharing and efficiency training with the objective of promoting client retention and growth
  • Collaborate with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues
  • Meet or exceed established service level standards.
  • Manage multiple tasks effectively by balancing high productivity with excellent service quality
  • Manage client expectations by providing ongoing, proactive communication on projects, deliverables, issue resolution, and other substantive items
  • Escalate client issues to appropriate internal resources
  • Manage client issues by working and communicating effectively with the appropriate internal resources to identify the root cause, resolution, and alternatives

What you have
Required Qualifications
  • 1+ years of experience with qualified retirement plans within the financial industry required or experience with employee benefit plans providing trust/custody or recordkeeping services
Preferred Qualifications
  • Understanding of rules governing qualified retirement plans
  • Working knowledge of ERISA and regulatory environment governing retirement accounts
  • Excellent client service and problem resolution skills.
  • Excellent communication (verbal and written) skills with ability to organize, prioritize, and work with minimal supervision.
  • Ability to handle complex work, be self-directed, and quickly develop a full understanding of our business
  • Positive attitude, team orientation, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics
  • Ability to plan and lead client meetings in a professional, consultative, and effective manner
  • Capable of working well with diverse groups and individuals and willingness to assist where needed
  • Ability to multi-task, actively listen, assess client needs, research information, and provide clients with "outside of the box" solutions
  • Ability to use several different applications at one time, including Windows, internet research, database systems, and email
  • Proficiency with MS Office technology (Word, Excel, PowerPoint)
  • Experience with SalesForce and trust accounting systems, such as SEI is a plus
  • Bachelor's degree in finance, economics, business administration, or related area
What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success.
Our flexible work options, supportive culture, and focus on your development means you'll get
the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you - both today and in
the future:
  • Base salary + annual bonus
  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

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