Elevate Services Reviews Jobs in Usa

Facility Location

NATIONAL EEO SVC FACILITY

5405 CYPRESS CENTER DR STE 330

TAMPA, FL 33609-1026

This is NOT a remote position.

Position Information

NON-SCHEDULED DAYS: SAT/SUN

HOURS: 08:00 AM to 05:00 PM EST

BENEFIT INFORMATION: The salary will be based on previous experience, salary history, and current Postal pay policies. We offer excellent benefits including health insurance and annual leave.

Functional Purpose

Reviews and analyzes Equal Employment Opportunity (EEO) complaint files; serves as Contracting Officer's Representative for outsourcing services.

DUTIES AND RESPONSIBILITIES

1. Assigns cases to and coordinates the activities of independent contractors who provide pre-complaint counseling and/or mediation services. Reviews reports for legal sufficiency and authority settlement agreements reached at the pre-complaint counseling stage and monitors compliance with those agreements.

2. Reviews DRS (Dispute Resolution Specialist) Inquiry Report to determine sufficiency for acceptance and dismissal. Processes formal complaints of employment discrimination and related amendments and consolidations for acceptance and dismissal through application of Equal Employment Opportunity Commission regulations and case law. Responds to appeals of final agency decisions dismissing complaints.

3. Assigns cases to and coordinates the activities of independent contractor EEO investigators. Reviews investigative plans, and draft and completed EEO investigations to ensure compliance wtih national quality standards and regulatory timelines.

4. Coordinates and reviews the work of independent contractors preparing draft final Agency decisions on the merits of EEO complaints. Issues final agency decisions on the merits of EEO complaints on behalf of the Postal Service and responds to appeals of these final agency decisions. Reviews decisions issued by EEOC Administrative Judges on the merits of EEO complaints and issues Notices of Final Action, either implementing or appealing those decisions. Assists in responding to appeals of Notices of Final Action.

5. Develops and provides EEO training to EEO service providers, Area, and District personnel. Assists in the development and delivery of training or skills development sessions for newly selected Investigative Services Office) Analysts.

6. Provides guidance and technical advice concerning the EEO complaints process and Postal Service regulations, policies, programs and procedures to independent contractors. Provides guidance concerning EEO issues to Area and District personnel.

7. Interacts as necessary with EEO Compliance and Appeals, the Law Department, postal management, EEOC District and Field Offices, and the EEOC's Office of Federal Operations with respect to the procedures for processing pending EEO complaints.

The United States Postal Service has the following excellent and challenging employment opportunity for highly motivated and innovative individuals. Successful candidates must demonstrate through a combination of education, training, and experience the following requirements:

Requirements

• Knowledge of contracting procedures is sufficient to function as a Contracting Officer Representative.
• Ability to develop and provide EEO training.
• Ability to provide technical advice and assistance to independent contractor Equal Employment Opportunity (EEO) investigators, district, area, and headquarters personnel.
• Ability to analyze data related to EEO complaint processing including trend analysis on case processing time frames, utilizing a computerized database and spreadsheet software.
• Ability to coordinate and oversee the work of EEO service providers including independent contractor EEO counselors, mediators, investigators and final agency decision writers.
• Knowledge of the statutes, regulations, case law, administrative procedures and Postal Service policy pertaining to equal employment opportunity (EEO) complaints sufficient to manage and process informal and formal complaints.

Reimbursement of relocation expenses will NOT be authorized

Qualified applicants must successfully pass a pre-employment drug screening to meet the U.S. Postal Service's requirement to be drug free.

Applicants must also be a U.S. citizen or have permanent resident alien status.

Elevator Service Technician

Pay Range - $28-$32 Hour | Full-Time

We’re actively hiring an experienced Elevator Service Technician to join a growing team. This is a full-time opportunity for a skilled professional who takes pride in quality work, strong troubleshooting, and delivering excellent customer service.

What You’ll Do:

• Service, repair, and troubleshoot elevator systems
• Perform routine preventative maintenance on assigned routes
• Respond to service calls and work orders in a timely manner
• Ensure all work is completed safely and professionally
• Maintain clear communication with customers on job sites

What We’re Looking For:

• 3+ years of elevator service experience
• Strong mechanical aptitude and diagnostic skills
• Ability to work independently and manage a service route
• Clean, valid driver’s license
• Elevator Mechanic License or Certification (preferred)

$28-$32 /hour | Full-Time | Stable, Long-Term Opportunity

If you're a dependable, safety-focused technician looking for consistent work and growth potential, apply today to learn more.

Call Center & Customer Service Manager

Location: On-Site in Los Angeles, CA

A nationally recognized, growth-focused home services brand is seeking an experienced and highly organized Call Center & Customer Service Manager to lead and optimize its inbound and outbound customer communication operations. With a mission rooted in delivering best-in-class service to homeowners, this company is modernizing the residential remodeling experience—and this role will be central to that evolution.

This is a high-impact leadership opportunity for a people-centric, data-driven operator who thrives in fast-paced environments and is passionate about building systems, improving processes, and coaching high-performing teams. The right candidate will bring expertise in scaling call center operations while ensuring an outstanding customer journey from the first interaction.

Key Responsibilities

• Lead, manage, and mentor a geographically dispersed team of 15–20 customer representatives across multiple time zones.
• Build and implement performance frameworks including KPIs such as booking rate, conversion rate, response time, and quality scores.
• Develop and maintain call scripts, training documentation, objection handling guidelines, and standardized operating procedures.
• Oversee call monitoring, feedback loops, coaching programs, and QA scorecards to elevate service delivery.
• Manage staffing plans, shift scheduling, and coverage to optimize call flow and availability.
• Collaborate cross-functionally with Sales and Operations teams to ensure smooth lead handoffs and consistent customer communication.
• Own CRM workflows, lead tracking pipelines, and real-time performance dashboards to drive data-backed decisions.
• Identify and implement continuous improvements to reduce lead leakage and increase appointment bookings.

Qualifications

• 5+ years of experience managing customer service or inside sales teams within a call center environment, ideally with a distributed or remote model.
• Proven success designing and executing scalable call center processes and KPI-driven performance management systems.
• Deep knowledge of customer conversion funnels, lead qualification strategies, and service excellence standards.
• Proficient with CRM platforms, data analytics, and reporting tools to monitor performance and guide team development.
• Strong leadership presence with a focus on coaching, accountability, and team culture.
• Experience partnering with cross-functional teams to align customer experience with broader business goals.

About Blue Signal:

Blue Signal is an award-winning, executive search firm specializing in various specialties. Our recruiters have a proven track record of placing top-tier talent across industry verticals, with deep expertise in numerous professional services. Learn more at /46Gs4yS

Sequoia Living – San Francisco High-Rise Community

Sequoia Living is seeking an experienced, mission-driven Director of Environmental Services to lead operations in our high-rise community. This is a highly visible leadership role responsible for creating a safe, clean, efficient, and beautifully maintained environment for the residents who call our community home.

If you are a hands-on, solutions oriented facilities professional who thrives in a dynamic environment and you are passionate about leading teams, elevating service standards, and improving the daily lived experience of residents this is a unique opportunity to make a meaningful impact.

Experience in a CCRC, senior living, healthcare, assisted living, or hospital setting is required.

Why This Role Matters

As the Director of Environmental Services, you are the operational backbone of the community. You ensure residents live in a well-maintained, safe, and welcoming environment while leading a diverse and dedicated team across plant operations, maintenance, housekeeping, laundry, landscaping, safety, and construction oversight. Your work directly impacts resident experience, staff satisfaction, regulatory compliance, and long-term asset preservation.

What You’ll Do (Key Responsibilities)

Leadership & Department Oversight

• Lead all Environmental Services functions, including plant operations, maintenance, housekeeping, laundry, landscaping, and safety programs.
• Recruit, hire, mentor, and develop supervisors and frontline staff; foster a culture aligned with Sequoia Living’s Mission, Vision, Values, and Commitment to Inclusion.
• Manage administrative operations, staff schedules, training, coaching, and performance review processes.

Facility Operations & Maintenance

• Oversee the community’s preventative and corrective maintenance programs, ensuring compliance with all Federal, State, and local regulations (EPA, ADA, OSHA/OSHPD, Titles 8, 19, 22 & 24).
• Review maintenance projects, repairs, and inventory needs; recommend improvement plans to community leadership and the Director of Design & Construction.
• Ensure the community’s safety programs (Fire, Disaster, Emergency Response, Hazardous Materials Plans) are up-to-date and fully implemented.
• Train staff in safe work practices, including asbestos and industrial chemical handling.

Construction, Capital Projects & Renovations

• Manage capital project planning and execution, including apartment renovations, building upgrades, and major infrastructure improvements.
• Maintain computerized capital budget tools, plan expenditures, and ensure timely project completion.
• Solicit and evaluate contractor bids; manage vendor relationships, permits, and certificates of insurance.

Budgeting & Resource Management

• Prepare and manage operating and capital budgets; track expenses and ensure cost control.
• Oversee energy conservation and utility monitoring to optimize efficiency.

Resident & Community Engagement

• Serve as a responsive partner to residents and committees on maintenance needs and special projects.
• Communicate professionally and collaboratively with department heads, staff, vendors, regulatory bodies, and Sequoia Living leadership.

Risk, Safety & Compliance

• Act as the community’s Safety Coordinator: oversee workplace safety programs, ensure incident reporting, support workers’ compensation processes, and lead safety initiatives.
• Identify and report resident concerns related to physical, mental, or emotional well-being.
• Participate in on-call rotation and support emergency response as needed.

What You Bring (Qualifications)

Experience

• 6+ years of hands-on experience in environmental services, facilities management, plant operations, or maintenance preferably in healthcare, senior living, or a residential community.
• 3+ years of supervisory or management experience leading diverse teams.
• Prior experience with building systems (HVAC, boilers, refrigeration, electrical/mechanical systems, automation, and life/safety equipment).
• CCRC or healthcare environment experience strongly preferred.

Education

• High school diploma required; 2+ years of college or trade school coursework in engineering, facilities management, or environmental services preferred.
• Bachelor’s degree in Engineering, Facilities Management, or related field strongly preferred.

Key Knowledge & Skills

• Regulatory & Compliance: Deep understanding of building codes, construction regulations, OSHA/OSHPD, Titles 8, 19, 22 & 24, ADA, and environmental compliance.
• Technical Proficiency: Ability to read blueprints, technical manuals, and schematics; strong understanding of HVAC, plumbing, electrical, carpentry, and mechanical systems.
• Safety & Risk Management: Expertise in workplace safety, hazardous materials handling, emergency response, and risk mitigation.
• Operational Excellence: Skilled in housekeeping, maintenance, landscaping, sanitation, and environmental cleaning standards.
• Project Management: Strong planning, scheduling, and vendor management experience.
• Technology Skills: Proficient with Microsoft Office and capable of learning maintenance, inventory, and HR systems.
• Communication & Leadership: Collaborative, calm under pressure, resident-centered, and able to lead with empathy and professionalism.

Why Work at Sequoia Living?

• A mission-driven organization devoted to enriching the lives of older adults.
• An opportunity to lead a critical operations team in an established and respected nonprofit community.
• A collaborative culture where your expertise directly shapes resident safety, comfort, and quality of life.
• A role with variety, challenge, and the ability to influence long-term building health and operational excellence.

Ready to Make an Impact?

If you are a proactive leader who finds purpose in maintaining exceptional environments, developing strong teams, and ensuring operational excellence we encourage you to apply. Join a community that values integrity, compassion, and innovation.

Job Responsibilities

• Deliver meals to patients using the Room Service program, ensuring accuracy of delivery to the correct patient, room, or nursing unit
• Position meal trays appropriately for patients, such as placing trays on bedside tables for ease of access and comfort
• Measure and record patients' intake when required by physician orders or nursing care protocols, maintaining accurate documentation
• Assist patients and family members with menu selection, providing guidance and clarification using trained scripting techniques
• Respond to patient and family questions regarding meals and menu options with professionalism, courtesy, and empathy
• Use computerized scanning devices to track meal delivery status in the Room Service system for accurate and timely updates
• Retrieve soiled trays from patient rooms and inspect them for personal belongings, medical devices, or medications before returning them to the kitchen
• Deliver floor supplies, snacks, and nutritional supplements to nursing units, and monitor stock levels of tube feedings and supplements to maintain par levels
• Communicate with nursing staff about any special meal requests, delays, or concerns regarding patient dietary needs or preferences
• Clean and sanitize meal delivery carts, trays, and dishware using commercial dish machines and cleaning equipment, following safety guidelines
• Maintain a clean and safe work environment by practicing proper food handling, sanitation procedures, and recording required HACCP temperature logs
• Perform routine restocking of trays and nourishment items, assist with detailed cleaning tasks in the kitchen or service areas, and dispose of trash or recyclables according to facility policy

Position Qualifications

Preferred:

• High School or Equivalent

Work Environment

• As a Room Service Associate, you'll work in a fast‐paced, dynamic environment that requires physical stamina and attention to safety. The role involves standing and walking for extended periods, often in areas with high foot traffic and limited space. You'll be exposed to varying temperaturesincluding brief periods in extreme heat or coldas you move between kitchen areas, delivery routes, and occasionally to outlying buildings.
• The kitchen environment can be noisy, with occasional wet floors and exposure to sharp tools and equipment such as slicers and grinders. Tasks may include bending, stooping, reaching overhead, and lifting items up to 40 lbs, as well as pushing and pulling food carts or equipment in and out of the department. Proper use of personal protective equipment (PPE)including a cutting glove, apron, goggles, safety shoes, and chemical‐resistant glovesis required to ensure your safety while performing daily tasks.

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Age of Patients Served

• All Age Groups

HIPAA Roles‐Based Access to Patient Information

• None ‐ No access to patient information ‐ Level 0

Required

Preferred

Job Industries

• Other

Job Title: Health Service Reviewers (RN)

Pay (openings for each location/market):

• Albany up to $52/hr
• Central Islip up to $60/hr

Overview: These RNs will be doing a mix of standard quality audits, complaint initiated investigations, and more. When they are onsite, the amount of time that they are at the location is dependent on the audit that is required. It is expected that Health Service Reviewers will be traveling onsite about 85% of the time.

These individuals will be traveling to IDD housing to do state required Recertification (must be done every 15 months) or investigating specific complaints (disease outbreak, falls, etc.).

Travel: 85% of this role is traveling to sites. It is more location based and they will be traveling to the counties that surround their location. If anyone is traveling and not able to return home, they are able to coordinate accomodations through the travel office and miles/food will be reimbursed at the federal rate. If they are not onsite, they can work from home or in the DOH office.

Summary: Based in NY, working at the direction of the New York State Department of Health (NYSDOH), Office of Aging and Long-Term Care, this individual will conduct surveillance and investigation activities related to Intermediate Care Facilities for Intermediate Care facilities for Individuals with Intellectual Disabilities (ICF/IDD). Duties include but are not limited to participating in surveys or complaint investigations, document finding, draft Statement of Deficiencies (SOD) within specified timeframes, testifying in administrative hearing ad needed.

The position is majority travel and will be onsite at facilities.

Qualifications:

• Strong interpersonal skills with the ability to communicate professionally with colleagues, supervisors, providers, medical and administrative personnel and residents/patients.
• Excellent communication (verbal & written) skills.
• Ability to work independently with minimal supervision.
• Ability to relate effectively to clinical and administrative personnel and patients.
• Computer proficiency with the ability to learn and understand new review programs and monitoring tools.
• Able to travel to on-site facility within New York State, required.
• Must have a valid driver's license & the ability to travel to on-site facilities review assignments.

Education/Experience:

• Registered Professional Nurse (RN). Currently licensed and registered in New York State, required.
• Bachelor’s degree, in any health care related field.
• Two (2) years clinical experience with individuals with intellectual disabilities or in developmental disability facilities and deemed QIDP (Qualified Intellectual Disability Professional and ability to meets the federal requirements for attaining QIDP Certification with six (6) months of hire date.

Hours: Monday-Friday 8am-5pm

Psychiatric Services Lead RN

We are helping people overcome. Join us.

The Psychiatric Services Lead Registered Nurse at Hope Network provides essential nursing services across multiple programs, ensuring alignment with program needs and model fidelity. This role combines strong psychiatric assessment and intervention skills with a Recovery-Based approach to support individuals in achieving wellness and independence.

Working collaboratively with psychiatrists and other providers, the Lead RN coordinates psychiatric and medical care, manages medication monitoring and supplies, and promotes trauma-informed, person-centered, and culturally competent practices. In addition to clinical duties, the Lead RN oversees nurse scheduling, manages UKG and Compass systems, and conducts annual evaluations for assigned nursing staff.

Why Join Our Team?

• Medical, Vision, & Dental Care
• 403(b) Retirement Plan
• Educational Reimbursement
• Career-Pathing
• Paid Training
• Employee Referral Bonus
• Generous Paid Time Off

What You'll Do:

• Provide on-call nursing services 24/7 and respond to emergencies in Residential and Crisis Residential settings.
• Deliver exceptional customer service to both internal and external stakeholders.
• Oversee each person's individualized recovery process by supporting health management and clinical treatment.
• Document all care, contacts, and services provided within required timeframes.
• Provide or assist with medical and nursing care across various settings, including community-based environments.
• Participate in developing Treatment Plans and assist persons served in setting and achieving health-related goals.
• Identify and respond to medical or psychiatric crises using appropriate clinical interventions.
• Manage and monitor pharmaceuticals and medical supplies within the program.
• Conduct health screenings, perform health assessments, and oversee medication administration and monitoring.
• Prepare reports and support internal and external audits as required.

Anticipated Work Schedule:

Monday-Friday: 9AM-5PM

Qualifications:

• Registered Nurse or Bachelor Science in Nursing
• State of Michigan RN Licensure
• Maintain a valid motor vehicle operator license with driving records acceptable according to Hope Network policy.
• Preferred four or more years of psychiatric nursing experience.

Our Commitment to Inclusion

Our strength lies in our diversity-empowering us to meet the unique needs of over 34,000 individuals we serve each year. We are proud to be an Equal Opportunity Employer and value the diverse perspectives that each team member brings to our mission.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Job Summary:

Position will primarily support the program administrators by preparing, facilitating, recording, and compiling meeting minutes for the HUD Capacity Building Grant Coalition.

Additional duties may include assisting with scheduling, follow-up communications, and organizing related documentation.

Ability to work independently and manage time effectively, prior experience supporting public health or government programs is a plus.

We are looking for someone with strong Project Management skills.

Essential Functions

• Essential functions are fundamental, core functions common to all positions in the class series and are not intended to be an exhaustive list of all job duties for any one position in the class. Since class specifications are descriptive and not restrictive, incumbents can complete job duties of similar kind not specifically listed here.
• Monitors, evaluates, collects and analyzes program data. Provides technical assistance and recommends course of action.
• Prepares interpretative reports of program goals and objectives, provision of services and programs/services ability to meet standards and regulations.
• Participates in developing policies, regulations, forms, proposal requests, implementing new procedures, monitors, develops, reviews, updates, negotiates contracts, and/or prepares grant applications.
• Analyzes problems, applies policy to problem situations, responds to requests for information and questions regarding services.
• Assists as consultant, coordinator/liaison for special programs and/or projects.
• Assesses impact of proposed rules on current operations financially and programmatically.
• May supervise professional staff engaged in monitoring functions, special projects and/or clerical staff performing record keeping functions.

JOB REQUIREMENTS

Applicants must have education, training and/or experience demonstrating competence in each of the following areas:

1 . Three years' experience in health or human services work such as applying theories, principles, laws and practices of health or human services programs and services that assist with and improve life for individuals, families, or communities such as financial support, employment, unemployment, housing, health care, disease preventlon, substance abuse, child protective services.

2. Six months experience in health or human services program administration such as overseeing and directing the development, implementation and evaluation of health or human services programs and services; planning and establishing short- and long-range program goals and objectives. Providing advice to other agency organizational units through consultation.

3. Six months experience in developing policies or procedures.

4. Six months experience in interpreting laws, rules, regulations, standards, policies, and procedures.

5. Six months experience in narrative report writing.

As a Park Services Supervisor, you will lead a dynamic team responsible for keeping our park clean, safe, and welcoming for every Guest. You’ll oversee daily operations, train and motivate your team, and ensure the park maintains its pristine appearance. This is a hands‑on leadership role ideal for someone who loves working outdoors, enjoys developing people, and thrives in a fast‑paced environment.  (This is a seasonal leadership role that begins in mid-March.  Payrate is $17.00 per hour)

What You Will Be Doing

· Lead and support a strong safety culture across the Park Services team.

· Maintain exceptional cleanliness throughout all park areas, including restrooms, dining patios, pathways, parking lots, and backstage spaces.

· Train, coach, and mentor Leads and Team Members — ensuring proper documentation and adherence to all policies.

· Provide first-class Guest Service, including resolving Guest concerns with professionalism and empathy.

· Maintain inventory levels and ensure storage areas remain organized and well-stocked.

· Operate and oversee the care of equipment such as pressure washers, blowers, fire hoses, and vacuums.

· Ensure proper handling, labeling, and storage of chemicals and SDS materials in alignment with company guidelines.

· Assist with scheduling, documentation, and disciplinary processes as needed.

· Support other departments and park initiatives as necessary to benefit the resort as a whole.

How You Will Do It

· Use creative problem-solving to improve processes and elevate Guest satisfaction.

· Ensure your team is fully prepared each day with the tools, training, and information they need.

· Collaborate closely with Operations Management to complete delegated tasks.

· Demonstrate flexibility and a “team-first” mindset by assisting anywhere in the resort when needed.

Why You’ll Love Working Here

· Paid training

· Advancement opportunities

· Leadership development opportunities

· Free admission to ALL Six Flags parks, including White Water Bay

· Free tickets for friends and family

· Discounts on passes, food, and merchandise

· Exclusive employee events

· Fun rewards, benefits, and more!

Pay Rate: $17.00/hr

What You Will Need

· Must be at least 18 years old.

· Ability to sit, stand, and walk for extended periods.

· Strong communication skills in English (reading, speaking, understanding).

· Availability to work nights, weekends, and holidays as needed.

· Valid Driver’s License and ability to obtain a Park Driver’s License.

· A people-focused leadership style and a team-oriented mindset.

· Strong attention to detail and the ability to manage multiple priorities independently.

As a Park Services Supervisor, you will lead a dynamic team responsible for keeping our park clean, safe, and welcoming for every Guest. You’ll oversee daily operations, train and motivate your team, and ensure the park maintains its pristine appearance. This is a hands‑on leadership role ideal for someone who loves working outdoors, enjoys developing people, and thrives in a fast‑paced environment.  (This is a seasonal leadership role that begins in mid-March.  Payrate is $17.00 per hour)

What You Will Be Doing

· Lead and support a strong safety culture across the Park Services team.

· Maintain exceptional cleanliness throughout all park areas, including restrooms, dining patios, pathways, parking lots, and backstage spaces.

· Train, coach, and mentor Leads and Team Members — ensuring proper documentation and adherence to all policies.

· Provide first-class Guest Service, including resolving Guest concerns with professionalism and empathy.

· Maintain inventory levels and ensure storage areas remain organized and well-stocked.

· Operate and oversee the care of equipment such as pressure washers, blowers, fire hoses, and vacuums.

· Ensure proper handling, labeling, and storage of chemicals and SDS materials in alignment with company guidelines.

· Assist with scheduling, documentation, and disciplinary processes as needed.

· Support other departments and park initiatives as necessary to benefit the resort as a whole.

How You Will Do It

· Use creative problem-solving to improve processes and elevate Guest satisfaction.

· Ensure your team is fully prepared each day with the tools, training, and information they need.

· Collaborate closely with Operations Management to complete delegated tasks.

· Demonstrate flexibility and a “team-first” mindset by assisting anywhere in the resort when needed.

Why You’ll Love Working Here

· Paid training

· Advancement opportunities

· Leadership development opportunities

· Free admission to ALL Six Flags parks, including White Water Bay

· Free tickets for friends and family

· Discounts on passes, food, and merchandise

· Exclusive employee events

· Fun rewards, benefits, and more!

Pay Rate: $17.00/hr

What You Will Need

· Must be at least 18 years old.

· Ability to sit, stand, and walk for extended periods.

· Strong communication skills in English (reading, speaking, understanding).

· Availability to work nights, weekends, and holidays as needed.

· Valid Driver’s License and ability to obtain a Park Driver’s License.

· A people-focused leadership style and a team-oriented mindset.

· Strong attention to detail and the ability to manage multiple priorities independently.

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.

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.

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:

• 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