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.
Client Service & Support (CS&S) is the primary service and trading arm for Schwab Investor Services. CS&S provides service to our retail clients to fulfill our purpose of championing every client’s goals with passion and integrity. The vision for CS&S is being engaged financial service professionals who inspire client loyalty by providing guidance and solutions to fulfill clients' needs. CS&S builds loyalty with clients and employees one interaction at a time. With a focus on employee development and collaboration, we help clients and employees reach their goals. As a Team Manager in Client Service and Support you will lead a team of approximately 12 Financial Services Professionals (including registered brokers and customer service reps) to deliver value and memorable service experiences that promote client and employee loyalty.
Build your team’s market expertise and Schwab product knowledgeDevelop team members through coaching, career development mentoring, and motivational techniquesAssess and resolve escalated client issues at a moment’s notice, helping them navigate Schwab products and servicesEffectively recognize strategic business opportunities and seize themWork collaboratively with other managers and leadership in cross departmental projects and initiatives Ability to effectively work through Employee Relations issuesDemonstrates proficiency in making talent decisions (pay, hiring, recruiting)Drives Growth by embracing curiosity and innovationConsistently conducts effective coaching and development conversationsEffectively embraces changing business needs and guides employees through shifting priorities
Shift is: Friday/Saturday/Sunday 8:00 pm to 8:30 am
What you have Active FINRA Series 7, 63 (or 66) licensesActive FINRA Series 8, or 9 & 10 licensesKnowledge of financial services industry with minimum three years prior industry experience preferred, including service delivery and coaching and developmentDemonstrated passion for providing client-centric solutionsPositive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethicsExcellent verbal and written communication skills to influence, build consensus, and effectively drive accountability.The successful candidate must be fully committed to serving and balancing the needs of clients, employees, and shareholders. The individual must possess strong conceptual, planning, organizational, and communication skills. The candidate will need to be effective at establishing and obtaining commitment to business goals and motivating the team to implement strategies to achieve key business results. The ideal candidate will have proven experience working collaboratively with various groups with potentially disparate objectives.
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed 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. Application FAQs
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