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Client Service & Support (CS&S) is the primary service and trading arm for Schwab Investor Services. 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.
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At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service. People coming from many different experiences have found tremendous success here at Charles Schwab.
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You’ll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses.
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Passion for service to clients Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions. You’ll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution.
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Robust communication, influencing and client engagement skills. Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions.
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Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
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Charles Schwab Advisor Custody & Trading (ACT) is the industry leader in providing custodial, trading, technology and practice management to independent advisory firms. In partnership with ACT, Schwab Alliance provides premium services for clients of independent financial advisors.
$47,000 - $55,000 a yearFull-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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What you have If you’re not a finance expert, that’s okay People coming from many different experiences have found tremendous success here at Charles Schwab. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance.
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