US-CA San Francisco, MANAGER,
CLIENT SERVICE REPRESENTATIVES (Administrators & Analysts), Charles Schwab Trust Company 0751
FEATURED COMPANY: Charles Schwab Trust Company
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Position: Manager,
Client Service Representatives (Administrators and Analysts)
Date:
JOB #0751
Location:
Status: Full-time
DESCRIPTION: Manager, Client Service
Representatives (Administrators and Analysts)
Group Objective/ Purpose:
The Charles Schwab Trust Company (CSTC) provides trust and custody
services for qualified retirement plans, primarily 401(k) plans. CSTC serves
Schwab's bundled retirement product, SchwabPlan, and is the industry leader in providing
trading and custody services through independent Third Party Administrators. Our
goal is to provide excellent client service in a rapidly growing business.
Job description:
Responsibilities: Manager of a team of Client Service Administrator and
Analysts. Ensure that policies and procedures are in compliance. Develop and
motivate direct reports. Primary client contact for daily administration of trust
accounts, including trade approval, cashiering, distributions. Complete trust reviews and
meet other regulatory requirements, including risk mitigation. Primary contact for
assigned Third Party Administrator (TPA) and plan relationships. Monitor client
service levels and frequently report satisfaction levels to management. Research and
resolve problems and complaints. Participate as active member in project teams, drafting
business requirements and participating in user acceptance testing. Cross-train to back up
co-workers. Continuous communication with internal departments such as Conversions,
Operations, and Compliance.
Technical/ Functional Requirements:
6+ years of experience with qualified retirement plans within the
financial industry required. Must have working knowledge of ERISA and regulatory
environment governing retirement accounts, as well as excellent customer service and
problem resolution skills. Outstanding communication skills and ability to organize and
prioritize. Basic knowledge of Excel, Word, Access. Must have the ability to
prioritize and work with minimal supervision. Bachelor's degree or equivalent. Management
experience required. Infrequent travel may be required.
Critical success factors:
COMPANY CONTACT INFORMATION:
Contact: Patricia Fessler,
Recruiter, Charles Schwab & Co. Inc., Corporate & Retirement Services.
Patricia.fessler@schwab.com