Senior Retirement Plan Client Leader: Strategy
Job in
Westlake, Cuyahoga County, Ohio, 44145, USA
Listed on 2026-01-02
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-02
Job specializations:
-
Management
-
Finance & Banking
Job Description & How to Apply Below
A leading financial services firm is seeking a Senior Client Service Manager in Westlake, Ohio, to oversee complex retirement plan relationships, ensuring compliance and client satisfaction. The ideal candidate will possess significant experience in managing employer-sponsored retirement plans and a comprehensive understanding of investment products. This role emphasizes proactive client engagement, effective communication, and collaboration to improve client retention and satisfaction.
Competitive benefits and a commitment to employee development are provided.
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Position Requirements
10+ Years
work experience
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