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On-Site Senior Client Service Lead – Retirement Plans

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: The Charles Schwab Corporation
Full Time position
Listed on 2026-08-25
Job specializations:
  • Business
    Client Relationship Management
Salary/Wage Range or Industry Benchmark: 90000 - 120000 USD Yearly USD 90000.00 120000.00 YEAR
Job Description & How to Apply Below

The Charles Schwab Corporation in Phoenix seeks an experienced Senior Client Service Manager to drive retention and growth for retirement plan clients. You will manage independent recordkeepers, RIAs, and Third Party Administrators, delivering exemplary service and educating clients on Schwab Trust Bank solutions.

As the primary contact, you will coordinate with internal partners, mentor teammates, and ensure timely, accurate responses while upholding professional standards in a collaborative,

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Position Requirements
10+ Years work experience
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