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Client Service & Support Team Manager

Company: Charles Schwab
Location: Spicewood
Posted on: November 19, 2021

Job Description:

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

Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work - whether that 's in the office or remote.
Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference, through the remainder of 2021.*
When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.
*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees
What you are good at
Leading a team of 12 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
In addition to base salary, Team Managers may take advantage of Schwab 's extensive benefits program and also have the opportunity to earn a bonus which rewards team goals, client satisfaction, client retention, and profitable company growth.
Schwab employees also have the opportunity to take part in community service projects and other company events. If you want to work with a financial services firm that values integrity, open communication, perseverance and a steadfast focus on helping clients achieve their life goals, consider a career at Charles Schwab.
What you have
Active FINRA Series 7 & 63 licenses
Active FINRA Series 8, or 9 &10 or Series 24 licenses
Detailed knowledge of brokerage/financial services industry with minimum three years prior experience (required), including business development and trading operations (preferred)
At least one year supervisory/management experience required with two years preferred
Proven passion for providing client-centric solutions
Positive attitude, enthusiasm, integrity, 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
Strong leadership, motivational, and mentor skills with ability to get results and develop employees
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 also have the followed preferred qualifications:
Bachelor 's degree in finance, economics, business administration, or related area
Prior experience with staffing, capacity planning and traffic management
Completion of management/leadership training course

Why work for us? Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home -today and in the future. Explore further .
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call 800-275-1281 .
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

Keywords: Charles Schwab, Austin , Client Service & Support Team Manager, Hospitality & Tourism , Spicewood, Texas

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