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Manager, Institutional (Team Lead)

Company: Charles Schwab
Location: Phoenix
Posted on: August 7, 2022

Job Description:

Position Type: Regular Your Opportunity As Service Team Lead, you will work with the Team Manager in the leadership capacity while helping lead the team to provide superior service to our Investment Advisors. It s this level of service that differentiates us from our competitors and serves as a sustainable competitive advantage. What you are good at

  • Manage team service levels, respond to escalations, and resolve issues within scope of knowledge and authority.
  • Assist manager in day to day managerial tasks and employee/self-development.
  • Responsible for accuracy and timeliness of own work within established time frames.
  • Stay flexible and take client phone calls as the business demand warrants it
  • Work in a collaborative team environment. What you have
    • Excellent operational and customer contact skills with the ability to manage and process complex operational work.
    • Provide superior follow-up, along with excellent interpersonal, verbal, and written communication skills.
    • Ability to effectively diffuse and resolve customer escalations that arise during day-to-day activities
    • Responsive and partnership-oriented approach when working with key contacts in relationship management, operational services, workflow solutions, among other groups.
    • Ability to organize and complete projects in a timely manner.
    • Must be team-oriented with the ability to act as a resource for development of the team s effectiveness.
    • Strong knowledge and support of company initiatives, with the ability to influence others on your team to follow your lead
    • The ability to quickly master other related business systems.
    • 3-5+ years Advisor Services experience is preferred.
    • Series 7 and 63 required
    • Series 9/10 or 24/4 preferred 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 .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, Phoenix , Manager, Institutional (Team Lead), Executive , Phoenix, Arizona

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