Manager, CS&S Core Service

Your Opportunity

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). 

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, broker trainees, and customer service reps) to deliver value and memorable service experiences that promote client and employee loyalty. 

What you are good at

• Leading a team of 10-14 financial services professionals (including registered brokers, broker trainees, and customer service reps) to deliver world class service that promote client loyalty
• Developing team members through coaching, career development mentoring, and motivational techniques
• Building your team’s market expertise and Schwab product knowledge
• Assessing and resolving escalated client issues at a moment’s notice, helping them navigate Schwab products and services
• Effectively recognizing strategic business opportunities and seizing them
• Working collaboratively with other managers and leadership in cross departmental projects and initiatives

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required:

• Active FINRA Series 7, 63 (or 66) licenses
• Active FINRA Series 8, or 9 & 10 licenses
• Bachelor’s degree or equivalent work experience required 
• Knowledge of financial services industry with minimum three years prior industry experience preferred, including service delivery and coaching and development
• At least one year of supervisory/management experience required with demonstrated ability to drive engagement while also delivering performance against key business objectives
• Demonstrated passion for providing client-centric solutions
• Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics
• Excellent verbal and written communication skills to influence, build consensus, and effectively drive accountability.

Preferred:

• 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 also eligible for bonus or incentive opportunities.