Client Service Associate Position Jobs in Usa

The Client Service Coordinator (\"CSC\") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.

Live and exemplify the Five Principles of Mars, Inc. within self and team.

Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team.

Maximize the number of pets seen by the hospital team through a productive and efficiently run hospital to support the needs of our wellness plan clients.

Provide professional, efficient and exceptional service at all times. This includes encouraging hospital visits, welcoming clients and pets, ensuring that they are comfortable in the hospital, and educating them about their pet's health.

Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service.

Assist outgoing clients by providing all necessary instructions, information and invoices, dispensing prescription items per the veterinarian's instructions, selling retail products and scheduling future appointments.

Manage the finances by maintaining accurate balances and utilizing proper opening and closing procedures.

Conduct administrative functions as necessary and other job duties as assigned.

The pay range for this role is $16.93 - $21.63 Hourly.

Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Check out some of our \"Meow-velous\" benefits:

• Comprehensive Medical, Dental, and Vision Insurance: Enjoy peace of mind knowing your health and wellness are our top priorities. We've got your essential medical, dental, and vision care covered.
• Generous Retirement Plans (401(k) and Roth): Invest in your future and enjoy a generous company match to help you build a secure financial future.*
• Best-in-Class Student Debt Relief Program (for Full-Time DVMs): At Banfield, we understand the significant financial burden of student debt on veterinarians. We are committed to supporting our veterinary professionals and believe that addressing student debt is crucial for the long-term health of the veterinary profession.
• Paid Time Off and Holidays: Take a break, recharge your wellbeing, and celebrate days of personal significance with paid time off and holidays.
• Top-Tier Mental Health and Wellbeing Resources: Your mental health matters. Access our industry-leading resources, including free coaching and counseling sessions, to support your overall wellbeing and help you thrive.*
• Associate Life Insurance (company-paid) & Supplemental Life Insurance: Protect your loved ones with our company-paid Associate life insurance and have the option to purchase additional coverage for extra peace of mind.
• Company-Paid Short- and Long-Term Disability: Feel secure knowing that if you face a temporary or long-term disability, you'll have financial protection.
• Flexible Spending Accounts (FSA): Save on healthcare and dependent care expenses by setting aside pre-tax money. It's a smart way to manage your budget and take care of your needs.
• Health Savings Account (HSA): Make the most of your healthcare dollars with a tax-advantaged HSA, allowing you to pay for medical expenses with pre-tax funds.
• Paid Parental Leave: We support growing families with paid parental leave for both birth and adoption, giving you precious time to bond with your new family addition.
• Continuing Education Allowance (for Eligible Positions): Banfield is committed to supporting the professional growth of our Associates. This allowance provides financial assistance to pursue continuing education opportunities.*
• Back-Up Child and Elder Care & Family Support Resources: When life's unpredictable moments arise, our backup care and family support benefits provide the help you need to keep things running smoothly.*
• Fertility and Family Building Support: We're here for you on your journey to parenthood, offering comprehensive support for fertility treatments and family-building options.
• Digital Exercise Therapy: Stay active and healthy with our digital exercise therapy program, designed to fit your busy lifestyle, and keep you moving.
• Voluntary Protection Benefits: Get peace of mind with protection against the unexpected. You can purchase coverage to help support you financially during hospital stays, critical illness, and accidents.*
• Legal Plan: Gain extra peace of mind with our affordable and accessible legal plan which includes coverage for a wide range of legal needs.*
• Identity Protection: Identity Protection helps safeguard your personal information by alerting you to suspicious activity and providing support if your information is stolen.*
• Commuter Benefits: Say goodbye to commuting stress with our commuter benefits, making your daily journey more convenient and cost-effective.*
• Three Free Optimum Wellness Plans for Pets: We care about your furry friends too! Enjoy three free wellness plans to ensure your pets receive the best preventive and general care.*
• Exclusive Discounts: Unlock a world of savings with our wide variety of exclusive discounts on products and services, making life more affordable and enjoyable.

Benefits eligibility is based on employment status. Full-time (FT) Associates are eligible for all benefit programs (Student Debt Program available for FT DVMs only); Part-time Associates are eligible for those benefits with an asterisk (*).

Williams Lea by RRD is a global business support services company with a strong legacy—over 200 years of experience delivering world-class business solutions. We specialize in delivering skilled administrative support, document production, presentation design, and marketing and communications services to leading companies around the world—especially within legal, financial, and professional services industries.

We're a people-powered organization. With a presence in North America, the UK, Europe, and Asia Pacific, we have thousands of employees globally, all working together to help our clients operate more efficiently and effectively. Whether it's supporting law firms with critical document production or helping financial institutions manage high-volume print and digital communications, we're the behind-the-scenes team making everything run smoothly.

The Office Services Associate is responsible for adding value in providing daily back office services for our client and teams. Services include but are not limited to reprographics (copy) and mail services in both physical and digital environments, with support for services in hospitality, facilities, audio/visual, reception, and other Williams Lea service lines as needed.

Shift: Monday to Friday, 8AM – 5 PM

Job duties

(* denotes an "essential function")

• *Utilize appropriate logs for all office services work.
• *Ensure that job tickets are properly filled out before beginning work.
• *Perform work in office services, primarily reprographics, mail and intake functions according to established procedures.
• *Follow procedures to run jobs in proper order.
• *Communicate with supervisor or client on job or deadline issues.
• *Meet contracted deadlines for accepting, completing, and delivering all work.
• *Troubleshoot basic equipment problems.
• Be able to lift up to 50 lbs. on a regular basis.
• Prioritize workflow.
• Performs Quality Assurance on own and work of others.
• Load machines with various paper, toner, supplies.
• Answer telephone, emails, and place service calls when needed.
• Interact with clients in person, over the phone or electronically.
• Adhere to Williams Lea policies in addition to client site policies.
• Use equipment and supplies in a cost-efficient manner.

• High school diploma or equivalent.
• Minimum (1) year office services experience preferably in a legal, banking or large corporate environment.
• Skilled in the use of mail, phone, email, digital reprographics and mail equipment.
• Familiar with general back office procedures to meet and maintain client satisfaction.
• Proven customer service skills are required in order to create, maintain and enhance customer relationships.
• Good written and verbal communication skills, including professional telephone and email etiquette.
• Attention to detail with good organizational skills.
• Must be able to meet deadlines and complete all projects in a timely manner.
• Ability to handle sensitive and/or confidential documents and information.
• Able to make independent decisions that conform to business needs and policy.
• Good problem-solving skills, with the ability and understanding of when to escalate a problem to a supervisory level.
• Must work well in a team environment.
• Must be able to interact effectively with multi-functional and diverse backgrounds.
• Ability to work in a fast-paced environment.
• Must be self-motivated with positive can-do attitude.

The rate of pay for this role at the noted RRD location is $23.00 / hour. Typically, roles follow step progressions to a target rate or set increments over time. Depending on the role, in addition to the hourly rate of pay, the total compensation package may also include overtime, shift differential, call-in, and/or stand-by pay. RRD's benefit offerings include medical, dental, and visioncoverage, paid time off, disability insurance, 401(k) with company match, life insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption assistance, tuition assistance and employer/partner discounts.

#WLNAT

All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen.

RRD is an Equal Opportunity Employer, including disability/veterans

The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.

Essential Responsibilities And Tasks

Live and exemplify the Five Principles of Mars, Inc. within self and team.

Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team.

Maximize the number of pets seen by the hospital team through a productive and efficiently run hospital to support the needs of our wellness plan clients.

Provide professional, efficient and exceptional service at all times. This includes encouraging hospital visits, welcoming clients and pets, ensuring that they are comfortable in the hospital, and educating them about their pet's health.

Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services

Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service.

Assist outgoing clients by providing all necessary instructions, information and invoices, dispensing prescription items per the veterinarian's instructions, selling retail products and scheduling future appointments.

Manage the finances by maintaining accurate balances and utilizing proper opening and closing procedures.

Conduct administrative functions as necessary.

Other job duties as assigned.

The Five Principles

Quality The consumer is our boss, quality is our work and value for money is our goal.

Responsibility As individuals, we demand total responsibility from ourselves; as associates, we support the responsibility of others.

Mutuality A mutual benefit is a shared benefit; a shared benefit will endure.

Efficiency We use resources to the full, waste nothing and do only what we can do best.

Freedom We need freedom to shape our future; we need profit to remain free.

Hiring Qualifications / Competencies Leadership Customer Focus Peer Relationships Integrity & Trust

Action Oriented Listening

Functional Preventative care and OWPs Communication Skills Client Service Skills Priority Setting Time Management

Capabilities And Experience (Can Do)

Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration.

Communication skills - Reads, writes and speaks fluent English, using appropriate grammar, style and vocabulary. Correctly spells commonly used English words and job specific terms. Demonstrates exceptionally strong written and verbal communication skills.

Organizational ability Demonstrates a systematic approach in carrying out assignments. Is very orderly and excels at cutting through confusion and turning chaos into order.

Problem solving skills - Demonstrates a strong ability to identify, analyze and solve problems. Translates problems into practical solutions.

Client service skills - Consistently ensures the team provides the client with attentive, courteous and informative service. Gains and shows personal satisfaction from delivering great service.

Intellectual ability - Accurately and consistently follows instructions delivered in an oral, written or diagram format. Can provide directions.

Mathematical ability - Ability to add, subtract, multiply and divide, and to compute rate, ratio and percent; ability to convert units of measurement.

Computer skills - Comfortably and confidently uses a computer and specialized software. Microsoft Word, Excel, Access, Outlook, etc.

Attitudes (Will Do)

Initiative shows willingness and aptitude to use own discretion in taking appropriate steps in finding solutions to problems; presents options and ideas to enhance current processes or procedures. Takes on additional responsibility when both big and small tasks need to be done.

Integrity Firmly adheres to the values and ethics of Banfield Pet Hospitals. Exhibits honesty, discretion, and sound judgment.

Cooperativeness Willing to work with others, collaborating and compromising where necessary; promptly share relevant information with others.

Flexibility Is open to changing situations and opportunities and is willing to perform all tasks assigned.

Independence Able and willing to perform tasks and duties without supervision.

Tolerance for Stress / Resiliency Maintains a positive "can do" outlook, rebounds quickly from frustrations and unpleasantness, and maintains composure and friendly demeanor while dealing with stressful situations.

Special Working Conditions

Ability to work at a computer for long periods of time.

Ability to be confident around pets (i.e., dogs, cats, birds, reptiles, etc.)

Client needs and work volume may often require more than 40 hours per week to complete essential duties of this job. This position requires special hours including working weekends and evenings.

Must have mental processes for reasoning, remembering, mathematics and language ability (reading, writing, and speaking the English language) to perform the duties proficiently.

The noise level in the work environment is moderately high.

Requires sufficient ambulatory skills in order to perform duties while at hospital.

Ability to stand, walk, stoop, kneel, crouch, and climb as well as manipulate (lift, carry, move) up to 50 pounds.

Requires good hand-eye coordination, arm-hand-finger dexterity with the ability to grasp, and visual acuity to use a keyboard and operate equipment.

Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

Associate is routinely exposed to a variety of pets that may bite or scratch, and on occasion, exposed to anesthesia, radiation, biological hazards and medication/controlled substances.

Experience, Education And/Or Training

High School Diploma or equivalent preferred.

Must be at least 18 years old to perform duties involving radiography (x-ray) and exposure to radioactive substances.

One year related experience required with customer service preferred.

Medical background (veterinary technician, human healthcare, pharmaceutical, etc.) with medical terminology training is preferred.

We Are A Drug-Free, Smoke-Free, Equal Opportunity Employer

Banfield Pet Hospital strongly supports and values the uniqueness of all individuals and promotes a work environment where diversity is embraced. Banfield Pet Hospital is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, genetic information, status as a protected veteran, or status as a qualified individual with disability. Banfield Pet Hospital complies with all applicable federal, state and local laws governing nondiscrimination in employment in every Banfield location.

The pay range for this role is

$15.00 - $18.69 Hourly

The pay range listed reflects a general hiring range for the area, with the specific rate determined based on the candidate's experience, skill level, and education, and may vary depending on location or applicable minimum wage laws.

Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Check out some of our "Meow-velous" benefits:

• Comprehensive Medical, Dental, and Vision Insurance: Enjoy peace of mind knowing your health and wellness are our top priorities. We've got your essential medical, dental, and vision care covered.
• Generous Retirement Plans (401(k) and Roth): Invest in your future and enjoy a generous company match to help you build a secure financial future.
• Best-in-Class Student Debt Relief Program (for Full-Time DVMs): At Banfield, we understand the significant financial burden of student debt on veterinarians. We are committed to supporting our veterinary professionals and believe that addressing student debt is crucial for the long-term health of the veterinary profession.
• Paid Time Off and Holidays: Take a break, recharge your wellbeing, and celebrate days of personal significance with paid time off and holidays.
• Top-Tier Mental Health and Wellbeing Resources: Your mental health matters. Access our industry-leading resources, including free

Our client is a midsized firm with a great reputation in Los Angeles. They are seeking an Associate with 5-9 years of experience with a strong interest in practicing in the Private Client Services industry.

Their PCS practice offers an opportunity to gain expertise in and advise on complex domestic and international tax, wealth transfer, and succession structures for high net worth and ultra-high net worth individuals and families while developing personal, often multi-generational relationships with clients and their trusted advisors.

Their PCS attorneys counsel our clients on core estate planning, privacy structures, advanced gift, estate, and generation-skipping transfer tax planning, California property tax planning, residency planning for transitory clients, whether the move is occurring domestically within the U.S. or inbound or outbound international migration, foreign trusts with U.S. assets or U.S. beneficiaries, pre- and post-liquidity event planning, post death trust and probate administration, fiduciary income tax planning, trust and estate contention, fiduciary and beneficiary litigation, charitable planning, grant making, and administration of not-for-profit organizations.

The nature of the PCS practice involves frequent and direct client and client-advisor interaction from the earliest stages of practice, and requires daily engagement with other members of the PCS team, as well as frequent collaboration with other practice areas supported by our full service firm, including but not limited to our corporate, income tax, employment law, real estate, entertainment, and environmental practices.

Attorneys in the PCS group are industry-recognized thought leaders and our group actively encourages participation from all attorneys in the practice. Their members are routinely published in and recognized by leading tax and non-tax publications, and consistently speak at and attend industry conferences worldwide, including, but not limited to, in Los Angeles, New York, Chicago, Miami, Hawaii, Mexico, London, Paris, and Rome. Their group provides continual support for the development of its attorneys in the technical areas of the practice, industry recognition, and professional development.

This role is a full-time in-office (non-remote, non-hybrid) position. Candidates must be licensed to practice in the State of California. A demonstrated interest in technical tax practice through coursework, prior experience, or an LL.M. program is encouraged but not required.

Salary Range: $265,000 – $320,000 per year

The customer service associate will increase customer confidence and loyalty by providing accurate, fast and friendly customer service desk and media services in accordance with company guidelines, policies and procedures. This role will satisfactorily resolve customer concerns or escalate them to appropriate level of management.

Primary responsibilities include providing continuous attention to customer needs, addressing customer issues/complaints, coordinating daily store cash and accounting functions, managing ACM lanes, troubleshooting front end equipment problems, stocking front end products, exhibiting professional telephone etiquette, maintaining confidentiality, putting up discarded or returned merchandise, performing cashier associate duties, performing pricing duties, keeping work area clean, reporting faulty equipment and hazards, and notifying management of associate theft, customer shoplifting, unauthorized mark-downs, property defacement or any action that is illegal and/or against company policy.

Perform other job-related duties as assigned.

Minimum qualifications include being 18 years of age, having a high school diploma or equivalency, reading, writing and speaking English proficiently, understanding and following English instructions, authorization to work in the United States or the ability to obtain the same, and successful completion of pre-employment drug testing and background check.

Preferred qualifications include demonstrating strong customer service communication skills, possessing a proficient working knowledge of office, front end systems and equipment, possessing proficient computer skills, demonstrating skills in the ability to perform and deliver customer service expectations, demonstrating good organizational skills, and having a high standard of integrity and reliability.

Required behaviors include living the values by embracing the essence of the company demonstrating a commitment to the company's goal and values, unifying and motivating team through praise and recognition of success with immediate feedback to build an environment of trust, being business-driven showing passion for the business, delivering results consistently, being customer-orientated by passionately demonstrating that the customer comes first always by putting the customer's needs above all else, and having people passion through consistently treating others with respect and dignity.

Knowledge, skills, abilities include compliance with all company policies and procedures and completing service training within sixty (60) days of position start date.

Job Tag: #WD

• Educate and Support: Inform clients and referring veterinarians about our comprehensive services and provide compassionate support over the phone and in person.
• Appointment Coordination: Assist clients in scheduling appointments at our multi-specialist hospital, ensuring a seamless and efficient process.
• Communication Mastery: Handle reminder and follow-up communications with finesse, utilizing both phone and email to keep clients informed and engaged.
• Record Keeping: Accurately update and maintain client/pet records and files, ensuring a meticulous approach to detail.
• Cash handling and end-of-day financial reconciliation

• $17 - $20 pending experience & skillset
• 3/12 or 4/10 shifts available
• Overnight Shift Differential: $3/hr 

• 4 X 10 hour shifts 
• Various shifts available. Apply to learn more!

• We value your well-being: Enjoy flexible leave policies, mental health awareness support, and a unique team-oriented work culture that promotes happiness and health in body, mind, and spirit.
• We value your professional growth: We are committed to mentoring our team to help you reach your full potential.

• We have a friendly/inclusive culture: Step into an environment where mutual respect and kindness thrive. You'll work in a stimulating, high-volume environment alongside colleagues who are eager to share their expertise.

• Exceptional First Impressions: Are you the person who effortlessly leaves a positive and lasting first impression? We want you! The ideal candidate will possess outstanding communication and customer service skills, ensuring our clients and referring veterinarians feel valued and supported.
• Adaptability and Multitasking: In our fast-paced environment, versatility is key. If you thrive on multitasking and can navigate unexpected situations with ease, you're the problem solver we're looking for.
• Customer Service Excellence: If you've excelled in customer service, you know the importance of building positive relationships. Your ability to provide outstanding service aligns seamlessly with our commitment to delivering an exceptional client experience.
• Flexibility and Adaptability: Be a team player who thrives in a collaborative environment, adapting to situations where protocols may not apply and handling unanticipated tasks with grace.

• 401(k) with matching contributions
• Health, dental, and vision insurance
• Life insurance coverage
• Paid time off (PTO) for work-life balance
• Flexible scheduling options
• Employee discounts on veterinary services
• Professional development assistance and ongoing training
• License reimbursement

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Compensation details: 17-20 Hourly Wage

PI2fafc07e32c1-3631

$13.00/hour

Are you looking for a FUN and rewarding job? Are you interested in meeting people from all over and gaining skills that will last a lifetime? Then Kings Dominion is the place for you!

Working at Kings Dominion as a Seasonal Park Services Associate, you will have access to these amazing perks:

• PAID Training!
• FREE Uniforms!
• FREE Admission to Kings Dominion and other Six Flags Parks!
• FREE Tickets for family and friends!
• Discounts of Food and Merchandise!
• Work with people from all over the world!
• Employee-only RIDE nights, GAME nights, and FREE FOOD events!
• Referral bonuses - work with your friends!
• Numerous promotion opportunities

Six Flags is in the business of FUN and is home to many unique and exciting properties, so come and join our team in Doswell, VA, at Kings Dominion. Kings Dominion features unforgettable adventures and is TWO parks in one!

At Kings Dominion we are here to make people happy! Kings Dominion associates are enthusiastic about their work because they create fun and exciting memories that will last a lifetime!

We want YOU to come and join us!

As a member of our team you will:

• Make our guests happy by delivering amazing experiences and helping them create lifelong memories.
• Interact with different people of all ages and backgrounds.
• Gain skills, knowledge, and experience that will benefit your future.

As a seasonal Park Services Associate you will:

• Play a key role in keeping our park clean and our guests satisfied!
• Maintain cleanliness of tables, pavilions, food patios, as well as around dumpsters and behind-the-scenes locations.
• Empty and dispose of trash and recyclable material while maintaining clean trash containers in assigned areas.
• Clean restrooms including toilets, sinks, countertops, and mirrors while restocking supplies as needed.
• Pick up trash throughout daily operations.

• You!
• Individuals with a passion and excitement about Kings Dominion!
• People who love helping others and will support the needs of our guests and associates.
• Ability to work and interact with people from diverse backgrounds.
• Good judgment and commitment to safety.
• Availability to include some weekdays, weekends, evenings, and holidays.

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.

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

The Senior Client Service Manager, Relationship Management plays the critical role of primary relationship owner and interface between our plan sponsors and Schwab. You would be responsible for oversight of all aspects of retirement plan recordkeeping and administration. In this capacity, you will consistently explore and discover client and consultant needs by engaging in face-to-face meetings, asking well-defined, open-ended questions to clearly uncover new business opportunities and identify relationship challenges. As a part of this ongoing process, you will utilize your personal knowledge and expertise as well as identify and engage the appropriate subject matter experts within Charles Schwab to assist with presentations and discussions to ensure client understanding of available solution sets to achieve successful outcomes.

The Senior Client Service Manager, Relationship Management will work together, as a team, with their Client Relationship Practice Leader and Client Relationship Administrators to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs. The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients. In meeting and exceeding these duties, you are expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. The Senior Client Service Manager, Relationship Management will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling $500M to $1B .

What you’re responsible for

• Leading approximately 5-8 sizable growing client relationships.
• Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.
• Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.
• Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to build a precise client experience is a major part of your role.
• Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges. Identify and
• Engage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.
• Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.
• Identify and adapt to clients’ and consultants’ diverse backgrounds and roles (executives, human resources, and finance) and maintain investment-related expertise to effectively sell and deliver product, service, and platform solutions. 
• Support Sales efforts, as needed,
• Deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services, and platforms.
• Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.
• Execute client and regulatory changes.
• Effectively and authentically communicate Schwab’s value to clients.
• Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.
• Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.

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

Required Qualifications:

• 10 + years of experience working with large, complex employer sponsored Retirement Plans.
• Bachelor's degree or equivalent experience.
• High degree of integrated benefit services experience with comprehensive knowledge of equity compensation plan (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.
• Thorough understanding of retirement and benefit plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations.
• Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab Bank investment products, in-plan advice and guidance, and managed account services.
• High energy, confidence, accountability, and professionalism, while also demonstrating personal integrity, resilience, and respect for others
• Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments.
• Ability to work independently with minimal oversight by your manager.
• Excellent written and oral communication skills.
• Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.
• Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Relationship Manager.
• Effectively service plans with varying level of complexity.
• Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to details
• The ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.
• Meet deadlines within a fast-paced environment.
• Collaborate effectively in teams and influence outcomes.
• Flexibility to travel for client visits and sales presentations as needed.

Preferred Qualifications: 

• ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.

#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