Manager, Institutional (Team Lead)
Company: Charles Schwab
Posted on: September 24, 2022
Position Type: Regular
As Service Team Lead, you will work with the Team Manager 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.
Charles Schwab Advisor Services is the industry leader in providing
custodial, trading, technology, and practice management to
independent advisory firms. Our superior service coupled with
access to sophisticated wealth-management tools help advisors
attract and retain affluent clients, as well as increase
profitably, compete in the marketplace, and succeed in their
As a division of the Advisor Services, our goal is to provide world
class service that promotes the firm's Purpose to "champion every
client's goals with passion and integrity." We foster an
environment of engaged professionals, who inspire client loyalty
through understanding and addressing client needs, personalizing
every interaction, and valuing all clients and their time.
Day-to-day, a Service Team Lead invests a majority of their time in
supporting our Service Professionals daily interactions, mentoring
new hires, Advisor interactions, and as a floor leader & resource.
AS leaders strive to empower their service professionals to own
their careers and provide World Class Service with each
Advisor Services employees have the flexibility of a hybrid work
environment, spending some time working remotely, as well as time
in the office.
- Subject to change as Schwab is continually evaluating the
current environment to best care for the safety and well-being of
our employees. What you are good at
As a Service Team Lead, you will provide leadership, management,
and general team oversight in Advisor Services. You will be
responsible for supporting 8 - 12 financial service professionals.
You will pursue our mission and values by:
- Working collaboratively with AS Team Managers, AS Team Leads,
business partners, and leadership across the network to deepen
client relationships and drive key business results. Teamwork is a
critical to the success of our business.
- Manage daily service levels, respond to escalations, and
resolve issues within scope of knowledge and authority to deliver
optimal business results. Embracing an ownership mentality is
- Developing AS Service Professionals to help them become world
class service professionals. People leadership that drives
performance in a culture of accountability focused on key
- Representing Schwab to advisors and end clients, and Advisor
Services to business partners and vendors.
- Consistently interacting with service professionals to build
employee loyalty, engagement, knowledge, and skills. Embracing a
culture of curiosity and career growth.
- Build a brand of leadership and influence across business
segments and locations. Lead by example. What you have
- Knowledge of financial services industry with minimum three
years prior industry experience preferred, including service
delivery, mentoring, and coaching and development
- Demonstrated passion for providing client-centric
- Positive attitude, passion, professionalism, and strong work
ethic with high level of integrity and ethics
- Excellent customer contact skills, superior follow-up and
strong interpersonal, verbal, and written communication
- 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.
- Strong organizational skills with the ability to prioritize,
delegate, and handle multiple competing priorities within
- 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
- A active and valid FINRA Series 7 and 63 required
- A active and valid FINRA Series 9/10 or 24/4 preferred
(Condition of Employment may be considered) 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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