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Advisor Services Team Lead

1 month ago

WESTLAKE, United States Charles Schwab Full time
Position Type: RegularYour 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.

 

As a Service Team Lead, you will provide leadership, management, and general team oversight in Advisor Services.  You will be responsible for supporting 8 - 12 financial service professionals.  You will pursue our mission and values by:

  • Working collaboratively with AS Team Managers, AS Team Leads, business partners, and leadership across the network to deepen client relationships and drive key business results. Teamwork is a critical to the success of our business.
  • Manage daily service levels, respond to escalations, and resolve issues within scope of knowledge and authority to deliver optimal business results. Embracing an ownership mentality is essential.
  • Developing AS Service Professionals to help them become world class service professionals.  People leadership that drives performance in a culture of accountability focused on key results.
  • Representing Schwab to advisors and end clients, and Advisor Services to business partners and vendors.
  • Consistently interacting with service professionals to build employee loyalty, engagement, knowledge, and skills. Embracing a culture of curiosity and career growth.
  • Build a brand of leadership and influence across business segments and locations. Lead by example.
What you have
  • Series 7 & 63 required
  • Series 9/10 or 24/4 preferred or must be obtained through a condition of employment
  • Knowledge of financial services industry with minimum three years prior industry experience preferred, including service delivery, mentoring, and coaching and development
  • Demonstrated passion for providing client-centric solutions
  • Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics
  • Excellent customer contact skills, superior follow-up and strong interpersonal, verbal, and written communication skills.
  • Ability to effectively diffuse and resolve customer escalations that arise during day-to-day activities
  • Responsive and partnership-oriented approach when working with key contacts in relationship management, operational services, workflow solutions, among other groups.
  • Strong organizational skills with the ability to prioritize, delegate, and handle multiple competing priorities within established deadlines.
  • Must be team-oriented with the ability to act as a resource for development of the team’s effectiveness.
  • Strong knowledge and support of company initiatives, with the ability to influence others on your team to follow your lead

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance