Client Service

3 weeks ago

Lone Tree, United States Charles Schwab Full time
Position Type: Regular Your opportunity

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.

  • Build your team’s market expertise and Schwab product knowledge
  • Develop team members through coaching, career development mentoring, and motivational techniques
  • Assess and resolve escalated client issues at a moment’s notice, helping them navigate Schwab products and services
  • Effectively recognize strategic business opportunities and seize them
  • Work collaboratively with other managers and leadership in cross departmental projects and initiatives
  • Ability to effectively work through Employee Relations issues
  • Demonstrates proficiency in making talent decisions (pay, hiring, recruiting)
  • Drives Growth by embracing curiosity and innovation
  • Consistently conducts effective coaching and development conversations
  • Effectively embraces changing business needs and guides employees through shifting priorities
What you have

We place a premium on high performance, quality service and the ability to execute the Schwab strategy.

  • Active FINRA Series 7 & 63 licenses
  • Active FINRA Series 8, or 9 &10 licenses
  • Bachelor’s degree or equivalent work experience required
  • Thorough knowledge of brokerage/financial services industry with a minimum of three years prior experience (required), including business development and trading operations (preferred)
  • At least one year supervisory/management experience required with two years preferred
  • 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 and build consensus as well as proven presentation skills
  • Demonstrated skill in leadership, team/employee motivation, and employee coaching
  • Proven experience working collaboratively, improving productivity, and implementing ideas
  • Ability to work a flexible shift, which may include early morning hours, late night hours, or weekend hour

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

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

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