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Manager, Contract Services

Company: Charles Schwab
Location: Tempe
Posted on: November 19, 2021

Job Description:

Position Type: Regular

Your Opportunity

Workplace Financial Services, which is part of The Charles Schwab Corporation, meets "business-to-business" needs through Compliance Solutions, Retirement Plan Services and Stock Plan Services. Working with Schwab Retirement Plan Services means working with a trusted brand built on a culture of service, with a commitment to always put plan sponsors and their participants first. The Contract Services Team is responsible for the business review and approval of business contractual language for current clients and/or new business efforts within Schwab Retirement Plan Services. This team also serves as the business liaison and Client Coordinator for client cybersecurity requests and documentation for Retirement Plan Services.

What you are good at

The Contract Services Manager will be responsible for assisting with Retirement Plan Services client due diligence requests which includes data security due diligence questionnaires, documentation requests, assistance with client calls, onsite assessments, Consultant questions, RFPs and contract negotiations. These are critical client facing activities that have a real impact on client relationships with Schwab.

Primary Responsibilities Include:

* Manage the data security, audit, and contract process from receipt of request through completion which may include direct client interaction
* Manage the information gathering process from various sources to ensure a high quality, accurate and most up-to-date responses
* Respond to related follow-up questions and other miscellaneous information requests
* Work with SMEs to review and edit responses to data security audits and contractual agreements
* Assist with contract modifications impactful to current client relationships

What you have

* Bachelor's degree or equivalent experience
* A basic understanding of ERISA, pension/trust compliance, DC and DB plans and third party risk management
* 5-7 years financial services industry experience
* Business knowledge of data security processes is preferred
* Exceptional time management and organizational skills with demonstrated experience in managing multiple, deadline-driven projects
* Strong ability to develop internal and external partnerships
* Able to collaborate and work effectively with other functions within Schwab and work with different organizational levels within the organization
* Enjoys and is proficient at working autonomously; requires little direction in how to approach an assignment and systematically move it to completion.
* Excellent verbal and written communication skills with a proven ability to communicate technical information in a clear manner
* Flexibility and the ability to shift gears easily
* Ability to quickly learn and gain in-depth understanding of existing and new products and services
* Attention to detail and a passion for customer service

Colorado Compensation

Target Total Compensation - $70,700 - $111,900

Your actual pay will be based on your skills and experience -- talk with your recruiter to learn more.

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home-today and in the future. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

Keywords: Charles Schwab, Tempe , Manager, Contract Services, Executive , Tempe, Arizona

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