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Manager, Institutional (Team Lead)

Company: Charles Schwab
Location: Phoenix
Posted on: September 24, 2022

Job Description:

Position Type: Regular
Your Opportunity

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 business efforts.

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 interaction.

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 crucial.
    • 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 results.
    • 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 solutions
      • 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 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.
      • Strong organizational skills with the ability to prioritize, delegate, and handle multiple competing priorities within established deadlines.
      • 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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