Manager, CS&S Core Service

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role. 

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.

Schwab's core belief is simple, place the client's needs first in all things. Many companies say that, but we work to keep clients at the heart of everything we do by offering a more modern way to build and manage wealth.

We are champions of investors and are looking for other advocates to join our team as Manager (Non-People Leader), CS&S Core Service working with our clients. We are seeking professionals who enjoy a challenge; those who care about assisting others as they trade in the financial markets. Individuals who are eager to help others while also gaining vast skills and knowledge in the financial markets.  People who want to help others and who want to grow their career with a top financial services firm and year-over-year top employer. If this sounds appealing, you’ve come to the right place. Our team consists of a diverse workforce, in all stages of their careers, people looking for a career change or are re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals to learn from and share standard methodologies with, this may be the job for you.

What you have

Required Qualifications:

• Currently approved for 100% HWF as part of Virtual hiring agreement, or part of the HWF exception process
• Active FINRA Series 7 & 63/66 licenses
• Active FINRA Series 8 or Series 9 & 10 licenses
• Minimum 4 years prior experience of brokerage/financial services industry, preferably in a call center environment.
• Strong track record of performance in the remote environment:
  • Consistency providing an exceptional client experience with the ability to anticipate and resolve problems proactively
  • Ability to ask appropriate clarifying questions to clearly understand the clients stated and unstated needs
  • Capacity to work independently while utilizing resources and systems available to provide clients a world class service experience
  • Experience with key Schwab platforms such as ThinkOrSwim, Client Central, Service Desktop, MyQ, CXOne, etc.
  • Skillful in de-escalate techniques and experienced in handling difficult client conversations
  • Adherence to all policy and procedure expectations
  • Ability to support and facilitate positive relationships between the client and Schwab by building and fostering internal partnerships
  • Trading acumen in a variety of different domains and strong knowledge of financial markets
  • Ability to identify potential risk situations and take action to mitigate risk in a timely and effective manner
  • Strong sense of ownership to support our clients through first call resolution while being efficient and mindful of time constraints on the client, peers, and business partners
  • Initiative to create change through process improvement, training, and streamlining functions
  • Perform as part of a team while putting the focus on providing the best possible client experience
  • Demonstrate a solutions-focused mindset and understanding that there is not a “one size fits all” approach
  • 10+ months experience in acting team manager role(s)

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.