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Client Service & Support Manager

Company: Charles Schwab Corporation
Location: Austin
Posted on: June 12, 2021

Job Description:

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.

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


Keywords: Charles Schwab Corporation, Austin , Client Service & Support Manager, Other , Austin, Texas

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