Senior Retirement Plans Client Success Lead
Listed on 2026-10-16
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Finance & Banking
Wealth Management
Charles Schwab Trust Bank seeks a Senior Client Service Manager to build strong relationships with Independent Recordkeepers, Registered Investment Advisors, and Third Party Administrators. You will serve as the primary client contact, advocate internally, and drive service excellence across multiple lines of business.
You will introduce new products, educate clients, and collaborate with internal partners to deliver timely information and resolve issues while maintaining high service levels.
For the Senior Retirement Plans Client Success Lead position at Charles Schwab, we are reviewing applications now.
This is an excellent opportunity to take on the Senior Retirement Plans Client Success Lead role at Charles Schwab.
As a Senior Retirement Plans Client Success Lead, you will play an important part at Charles Schwab in Phoenix, AZ, United States.
We invite applications for the Senior Retirement Plans Client Success Lead position located in Phoenix, AZ, United States.
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