Team Manager - Client Service & Support

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Job ID:
0216-32489
Job Category:
Customer Service/Client Service
Relevant Work Experience:
Trading-6+ yrs, Project Management-6+ yrs, Financial Services-6+ yrs, Staffing-6+ yrs, Business Development and Sales-6+ yrs, Customer Service-6+ yrs, Accounting and Finance-6+ yrs, Banking-6+ yrs, Brokerage Operations-6+ yrs
Current Licenses / Certifications:
FINRA Series 63, FINRA Series 10, FINRA Series 7, FINRA Series 9
Position Located In:
TX - Westlake
Education:
BA/BS
Job Type:
Full Time

Our 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.  With a focus on employee development and collaboration, we help clients and employees reach their goals.  CS&S builds loyalty with clients and employees one interaction at a time.

 What you’ll do:

  • As a Team Manager in Client Service and Support you will lead a team of 12 representatives (including registered brokers, broker trainees, and customer service reps) to deliver value and memorable service experiences that promote client 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.  

What you have:

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

  • Active FINRA Series 7 & 63 licenses
  • Active FINRA Series 8, or 9 &10 licenses
  • 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 hours

 In addition, ideal candidates will have:

  • Bachelor’s degree or equivalent work experience required
  • Prior experience with staffing and workforce management 
  • Additional management or leadership training  

This role is located in the Schwab office at 2050 Roanoke Road, Westlake, TX 76262

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab.

Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual’s status in any group or class protected by applicable federal, state or local law.


Job Specifications
Relocation Offered?: No
Work Schedule: Any Shift
Languages: English - spoken
Current Licenses / Certifications: FINRA Series 63, FINRA Series 10, FINRA Series 7, FINRA Series 9
Relevant Work Experience: Project Management-6+ yrs, Trading-6+ yrs, Financial Services-6+ yrs, Staffing-6+ yrs, Business Development and Sales-6+ yrs, Customer Service-6+ yrs, Accounting and Finance-6+ yrs, Banking-6+ yrs, Brokerage Operations-6+ yrs
Position Located In: TX - Westlake
Education: BA/BS
Job Type: Full Time
Apply Now    

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.