Client Service & Support Manager

Charles Schwab Corporation Lone Tree , CO 80124

Posted 1 week ago

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.


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Client Service & Support Manager

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