Charles Schwab Team Manager, Partner Support in Westlake, Texas


Westlake - TX, TX2050R, 2050 Roanoke Road, 76262-9616

Lynette M Mannone


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Partner Support is a primary resource to assist the Branch Network and SPCIA (Schwab Private Client Investment Advisory) with service issues to save them time allowing a greater focus on sales & relationship activities. We provide support ranging from answering quick questions to more in-depth research. We take ownership of every contact and/or partner with business partners where appropriate. We listen to our client needs, establish trusting relationships, and personalize the client experience. We strive to answer all questions and resolve all escalations, focusing on taking ownership and delivering hassle-free service while being the client advocate. We identify and escalate improvement opportunities related to systems, procedures and business processes.

What you’ll do:

The Partner Support Branch Dedicated Team Manager will lead a team of Resolution Specialists dedicated to supporting the Branch Network and SPCIA. The manager position requires regular partnership with Branch Managers, Financial Consultants, peer Partner Support Managers and C&S Leadership. The role requires strong support for superior service, positive energy, problem solving skills, and a "willing to help" attitude. Team management responsibilities such as quality checking phone and written work are also involved with this role. It is expected that the Team Manager will develop team members through coaching, career development mentoring, and motivational techniques. The Manager should be able to effectively recognize strategic business opportunities, as well as work collaboratively with other managers and leadership in cross departmental projects and initiatives. The role requires a high degree of business acumen and judgment, self-motivation, and organizational skills.

What you have:

  • Active NASD Series 7, 63, 9 & 10 licenses required

  • Previous managerial and/or supervisory experience

  • Strong desire to work with Branches and build positive, trusting relationships with the Branches

  • Branch support or related experience is preferred

  • Must have strong working knowledge of Schwab supervisory systems, tools, and resources

  • Proven experience working collaboratively, improving productivity, and implementing ideas

  • Strong leadership, motivational, and coaching skills with ability to drive results and develop employees

  • Passion for service, positive attitude, enthusiasm, professionalism, strong client focus, and desire to help people

  • Strong planning and organizational skills, including success with time management

  • Excellent interpersonal skills, including proven listening skills and the ability to communicate in a clear, well organized manner

  • Ability to analyze a variety of issues/problems (ranging from simple to very complex), with strong attention to detail

  • Ability to proactively suggest, create, and implement ideas and programs to improve team and department productivity, cross-department partnerships, and the overall client experience.

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Job Specifications

Relocation Offered?: No

Work Schedule: Any Shift

Languages: English - spoken

Current Licenses / Certifications: FINRA Series 63, FINRA Series 10, FINRA Series 7, FINRA Series 9

Relevant Work Experience: Financial Services-6+ yrs, Customer Service-6+ yrs, Customer Service-2-5 yrs, Financial Services-2-5 yrs

Position Located In: TX - Dallas, TX - Westlake

Education: BA/BS

Job Type: Full Time

Category:Customer Service/Client Service

Activation Date: Monday, September 11, 2017

Expiration Date: Sunday, October 1, 2017

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