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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

At Schwab, we put clients at the center of everything we do. As a Manager, CS&S Core Service, you will support brokerage clients by resolving complex service and trading needs while serving as a trusted resource for peers on trading, risk, and policy-related topics.

This role is ideal for someone who enjoys helping clients, supporting peers, solving complex problems, and expanding their financial market and trading expertise.

What You’ll Do:

• Be a model for core values and outstanding service skills.
• Deliver exceptional service and support to brokerage clients.
• Serve as a resource for complex trading, risk, and service inquiries.
• Take ownership of client issues and drive timely resolution.
• De-escalate challenging situations and mitigate risk.
• Build partnerships across the firm to support client outcomes.
• Contribute to process improvements, training, and peer development.
• Adapt your communication style to meet each client’s needs.

What you have

Required Qualifications:

• Active FINRA Series 7 and 63/66 licenses.
• Active FINRA Series 9/10 licenses.
• Minimum 18 months prior experience of brokerage/financial services industry, preferably in a call center environment

Preferred Qualifications:

• Bachelor’s degree or equivalent experience.
• Strong knowledge of financial markets, trading, and brokerage operations.
• Proven ability to resolve complex issues and deliver an exceptional client experience.
• Excellent communication, presentation, and interpersonal skills.
• Ability to de-escalate complex client situations and mitigate risk in accordance with firm policies and regulatory requirements.
• Positive attitude, integrity, professionalism, and strong work ethic.
• Ability to adapt communication styles to meet clients’ individual needs.
• Proven success building relationships, collaborating across teams, and positively influencing peers and business partners.
• Experience supporting training, mentoring, knowledge sharing, or process improvement initiatives.
• Ability to work independently, exercise sound judgment, and leverage available resources to resolve client issues.
• Strong ownership mindset focused on delivering efficient, high-quality client outcomes.
• Demonstrated problem-solving skills and commitment to continuous learning.
• Flexibility to support changing business needs and schedules.

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