Client Service & Support Manager

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

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.