Client Service & Support (CS&S) is the primary service and trading arm for Schwab Investor Services. The vision for CS&S is delighting clients by creating memorable service experiences and by always viewing the relationship through client’s eyes. CS&S builds loyalty with clients and employees one interaction at a time by living the “golden rule”.
Brief Description of Role:
Leading a team of 15 representatives (including registered brokers, broker trainees, and customer service reps) to deliver value and memorable service experiences that promote client loyalty
Building your team’s market expertise and Schwab product knowledge
Developing team members through coaching, career development mentoring, and motivational techniques
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 relentless focus on helping clients achieve their life goals, consider a career at Charles Schwab.
Technical/Functional Qualifications:
Required qualifications include:
Active NASD Series 7 & 63 licenses
Active NASD Series 8, or 9 &10 licenses
Thorough 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
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
Strong leadership, motivational, and coaching skills with ability to drive 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 have:
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
Interested candidates should apply online at https://jobsearch.schwab.com/frameset.html?goto=er-viewjob&erjob=205521&eresc=AustinContactCenter
