Advisor Services Team Lead

Pay range: USD $85,000.00 - $105,000.00 / Year

Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

As a division of 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. AWS leaders strive to empower their service professionals to own their careers and provide World Class Service with each interaction.

• Working collaboratively with AWS Team Managers, AWS 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 essential.
• Developing AWS employees 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 AWS 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.

• Series 7 & 63 required
• 3 years of financial services expereince

• Series 9/10 or 24/4 preferred or must obtain as a condition of employment
• Minimum of 3 years industry experience preferred, including service delivery, mentoring, and coaching and development
• Demonstrated passion for providing client-centric solutions
• Positive attitude, enthusiasm, 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.

• 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